LI

LRI Investments Portfolio holdings

AUM $1.24B
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.53%
2 Technology 7.07%
3 Industrials 5.4%
4 Consumer Discretionary 3.87%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$24K 0.01%
+97
352
$23.7K 0.01%
+480
353
$23.7K 0.01%
+1,258
354
$23.7K 0.01%
+108
355
$23.6K 0.01%
+66
356
$23.5K 0.01%
+518
357
$23.3K 0.01%
+850
358
$23.3K 0.01%
+142
359
$23.2K 0.01%
+210
360
$23.2K 0.01%
+150
361
$23K 0.01%
+257
362
$23K 0.01%
+801
363
$22.7K 0.01%
+118
364
$22.6K 0.01%
+249
365
$22.5K 0.01%
+100
366
$22.3K 0.01%
+1,188
367
$22.3K 0.01%
+2,734
368
$22.1K 0.01%
+313
369
$21.9K 0.01%
+113
370
$21.8K 0.01%
+284
371
$21.8K 0.01%
+650
372
$21.7K 0.01%
+514
373
$21.5K 0.01%
+175
374
$20.5K 0.01%
+100
375
$20.5K 0.01%
+262