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
451
$13.2K ﹤0.01%
+291
452
$13.2K ﹤0.01%
+509
453
$13.1K ﹤0.01%
+215
454
$13K ﹤0.01%
+1,089
455
$12.9K ﹤0.01%
+66
456
$12.7K ﹤0.01%
+150
457
$12.7K ﹤0.01%
+38
458
$12.6K ﹤0.01%
+374
459
$12.6K ﹤0.01%
+4
460
$12.6K ﹤0.01%
+301
461
$12.4K ﹤0.01%
+26
462
$12.4K ﹤0.01%
+175
463
$12.4K ﹤0.01%
+55
464
$12.4K ﹤0.01%
+104
465
$12.2K ﹤0.01%
+230
466
$12.2K ﹤0.01%
+82
467
$12.2K ﹤0.01%
+74
468
$12.1K ﹤0.01%
+137
469
$12K ﹤0.01%
+72
470
$11.9K ﹤0.01%
+45
471
$11.7K ﹤0.01%
+45
472
$11.7K ﹤0.01%
+285
473
$11.6K ﹤0.01%
+72
474
$11.6K ﹤0.01%
+1,048
475
$11.6K ﹤0.01%
+35