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
$1.03B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$4.83M
3 +$4.11M
4
AMZN icon
Amazon
AMZN
+$3.74M
5
META icon
Meta Platforms (Facebook)
META
+$3.22M

Top Sells

1 +$37.8M
2 +$880K
3 +$710K
4
BE icon
Bloom Energy
BE
+$490K
5
FWONK icon
Liberty Media Series C
FWONK
+$425K

Sector Composition

1 Financials 48.98%
2 Technology 6.76%
3 Industrials 3.79%
4 Consumer Discretionary 2.88%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$15.3K ﹤0.01%
+363
702
$15.2K ﹤0.01%
526
703
$15.1K ﹤0.01%
545
+150
704
$15K ﹤0.01%
204
+138
705
$14.8K ﹤0.01%
524
706
$14.7K ﹤0.01%
257
707
$14.7K ﹤0.01%
134
708
$14.6K ﹤0.01%
118
709
$14.6K ﹤0.01%
74
-692
710
$14.4K ﹤0.01%
55
+3
711
$14.1K ﹤0.01%
188
+164
712
$14.1K ﹤0.01%
72
713
$13.9K ﹤0.01%
306
714
$13.9K ﹤0.01%
142
-18
715
$13.8K ﹤0.01%
84
-40
716
$13.8K ﹤0.01%
259
-1,254
717
$13.7K ﹤0.01%
171
718
$13.7K ﹤0.01%
106
719
$13.6K ﹤0.01%
813
720
$13.6K ﹤0.01%
301
721
$13.5K ﹤0.01%
157
722
$13.4K ﹤0.01%
434
723
$13.3K ﹤0.01%
+335
724
$13.3K ﹤0.01%
181
725
$13.1K ﹤0.01%
+71