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
476
$11.6K ﹤0.01%
+110
477
$11.5K ﹤0.01%
+88
478
$11.5K ﹤0.01%
+813
479
$11.4K ﹤0.01%
+400
480
$11.3K ﹤0.01%
+158
481
$11.3K ﹤0.01%
+187
482
$11.3K ﹤0.01%
+600
483
$11.2K ﹤0.01%
+20
484
$11.2K ﹤0.01%
+5,000
485
$11.1K ﹤0.01%
+660
486
$11K ﹤0.01%
+604
487
$10.9K ﹤0.01%
+75
488
$10.9K ﹤0.01%
+516
489
$10.8K ﹤0.01%
+46
490
$10.8K ﹤0.01%
+84
491
$10.8K ﹤0.01%
+127
492
$10.8K ﹤0.01%
+180
493
$10.7K ﹤0.01%
+214
494
$10.7K ﹤0.01%
+39
495
$10.6K ﹤0.01%
+165
496
$10.6K ﹤0.01%
+539
497
$10.5K ﹤0.01%
+350
498
$10.4K ﹤0.01%
+54
499
$10.4K ﹤0.01%
+112
500
$10.4K ﹤0.01%
+53