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
626
$5.03K ﹤0.01%
+66
627
$4.99K ﹤0.01%
+94
628
$4.97K ﹤0.01%
+63
629
$4.97K ﹤0.01%
+151
630
$4.92K ﹤0.01%
+38
631
$4.87K ﹤0.01%
+186
632
$4.86K ﹤0.01%
+152
633
$4.86K ﹤0.01%
+130
634
$4.85K ﹤0.01%
+14
635
$4.84K ﹤0.01%
+51
636
$4.83K ﹤0.01%
+150
637
$4.82K ﹤0.01%
+79
638
$4.77K ﹤0.01%
+292
639
$4.71K ﹤0.01%
+24
640
$4.7K ﹤0.01%
+294
641
$4.7K ﹤0.01%
+91
642
$4.64K ﹤0.01%
+101
643
$4.63K ﹤0.01%
+38
644
$4.63K ﹤0.01%
+108
645
$4.6K ﹤0.01%
+11
646
$4.56K ﹤0.01%
+3
647
$4.54K ﹤0.01%
+77
648
$4.53K ﹤0.01%
+212
649
$4.49K ﹤0.01%
+8
650
$4.45K ﹤0.01%
+170