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
426
$14.9K ﹤0.01%
+526
427
$14.9K ﹤0.01%
+141
428
$14.8K ﹤0.01%
+423
429
$14.8K ﹤0.01%
+534
430
$14.5K ﹤0.01%
+638
431
$14.5K ﹤0.01%
+85
432
$14.5K ﹤0.01%
+1,750
433
$14.2K ﹤0.01%
+221
434
$14.2K ﹤0.01%
+126
435
$14.1K ﹤0.01%
+646
436
$14K ﹤0.01%
+86
437
$14K ﹤0.01%
+225
438
$14K ﹤0.01%
+306
439
$13.9K ﹤0.01%
+500
440
$13.9K ﹤0.01%
+340
441
$13.7K ﹤0.01%
+103
442
$13.6K ﹤0.01%
+295
443
$13.6K ﹤0.01%
+32
444
$13.6K ﹤0.01%
+89
445
$13.5K ﹤0.01%
+50
446
$13.5K ﹤0.01%
+192
447
$13.5K ﹤0.01%
+186
448
$13.3K ﹤0.01%
+580
449
$13.3K ﹤0.01%
+155
450
$13.2K ﹤0.01%
+138