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
401
$17.3K ﹤0.01%
+527
402
$17.1K ﹤0.01%
+888
403
$17.1K ﹤0.01%
+399
404
$16.8K ﹤0.01%
+150
405
$16.7K ﹤0.01%
+100
406
$16.7K ﹤0.01%
+77
407
$16.5K ﹤0.01%
+345
408
$16.4K ﹤0.01%
+66
409
$16.3K ﹤0.01%
+168
410
$16.2K ﹤0.01%
+2
411
$16.2K ﹤0.01%
+251
412
$16.1K ﹤0.01%
+78
413
$16K ﹤0.01%
+1,325
414
$15.9K ﹤0.01%
+60
415
$15.7K ﹤0.01%
+250
416
$15.6K ﹤0.01%
+434
417
$15.5K ﹤0.01%
+100
418
$15.5K ﹤0.01%
+300
419
$15.4K ﹤0.01%
+78
420
$15.3K ﹤0.01%
+456
421
$15.2K ﹤0.01%
+208
422
$15.1K ﹤0.01%
+157
423
$15K ﹤0.01%
+765
424
$15K ﹤0.01%
+113
425
$15K ﹤0.01%
+230