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
501
$10.4K ﹤0.01%
+448
502
$10.3K ﹤0.01%
+151
503
$10.1K ﹤0.01%
+110
504
$10.1K ﹤0.01%
+118
505
$10.1K ﹤0.01%
+590
506
$10K ﹤0.01%
+348
507
$10K ﹤0.01%
+69
508
$9.97K ﹤0.01%
+132
509
$9.97K ﹤0.01%
+2,816
510
$9.87K ﹤0.01%
+621
511
$9.83K ﹤0.01%
+48
512
$9.82K ﹤0.01%
+107
513
$9.67K ﹤0.01%
+260
514
$9.65K ﹤0.01%
+65
515
$9.62K ﹤0.01%
+250
516
$9.6K ﹤0.01%
+43
517
$9.6K ﹤0.01%
+395
518
$9.58K ﹤0.01%
+391
519
$9.52K ﹤0.01%
+77
520
$9.43K ﹤0.01%
+24
521
$9.41K ﹤0.01%
+64
522
$9.36K ﹤0.01%
+182
523
$9.34K ﹤0.01%
+243
524
$9.31K ﹤0.01%
+1,000
525
$9.28K ﹤0.01%
+128