LI

LRI Investments Portfolio holdings

AUM $1.22B
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
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
376
$20.4K 0.01%
+173
377
$20.2K 0.01%
+414
378
$20.2K 0.01%
+300
379
$19.8K 0.01%
+200
380
$19.5K ﹤0.01%
+50
381
$19.4K ﹤0.01%
+500
382
$19.2K ﹤0.01%
+400
383
$19.1K ﹤0.01%
+1,350
384
$19K ﹤0.01%
+375
385
$19K ﹤0.01%
+311
386
$18.9K ﹤0.01%
+280
387
$18.7K ﹤0.01%
+409
388
$18.6K ﹤0.01%
+62
389
$18.6K ﹤0.01%
+355
390
$18.5K ﹤0.01%
+469
391
$18.4K ﹤0.01%
+385
392
$18.2K ﹤0.01%
+200
393
$18K ﹤0.01%
+234
394
$18K ﹤0.01%
+121
395
$17.9K ﹤0.01%
+242
396
$17.9K ﹤0.01%
+147
397
$17.8K ﹤0.01%
+234
398
$17.5K ﹤0.01%
+227
399
$17.5K ﹤0.01%
+415
400
$17.5K ﹤0.01%
+82