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
526
$9.22K ﹤0.01%
+245
527
$9.18K ﹤0.01%
+85
528
$9.16K ﹤0.01%
+9
529
$9.14K ﹤0.01%
+193
530
$9.04K ﹤0.01%
+4,000
531
$9K ﹤0.01%
+49
532
$8.79K ﹤0.01%
+967
533
$8.79K ﹤0.01%
+150
534
$8.79K ﹤0.01%
+36
535
$8.76K ﹤0.01%
+93
536
$8.65K ﹤0.01%
+94
537
$8.6K ﹤0.01%
+1,248
538
$8.57K ﹤0.01%
+33
539
$8.56K ﹤0.01%
+100
540
$8.55K ﹤0.01%
+716
541
$8.5K ﹤0.01%
+106
542
$8.3K ﹤0.01%
+144
543
$8.28K ﹤0.01%
+26
544
$8.23K ﹤0.01%
+40
545
$7.98K ﹤0.01%
+181
546
$7.97K ﹤0.01%
+51
547
$7.92K ﹤0.01%
+435
548
$7.79K ﹤0.01%
+200
549
$7.7K ﹤0.01%
+26
550
$7.69K ﹤0.01%
+200