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
$1.04B
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Sells

1 +$1.67M
2 +$1.07M
3 +$970K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$695K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$688K

Sector Composition

1 Financials 50.44%
2 Technology 6.86%
3 Industrials 3.55%
4 Consumer Discretionary 2.88%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$16.4K ﹤0.01%
109
702
$16.4K ﹤0.01%
532
-474
703
$16.4K ﹤0.01%
2
704
$16.3K ﹤0.01%
888
705
$16.2K ﹤0.01%
1,325
706
$16.2K ﹤0.01%
193
707
$15.9K ﹤0.01%
146
708
$15.7K ﹤0.01%
268
709
$15.5K ﹤0.01%
148
710
$15.5K ﹤0.01%
204
711
$15.4K ﹤0.01%
171
712
$15.1K ﹤0.01%
168
713
$15K ﹤0.01%
410
714
$14.9K ﹤0.01%
462
715
$14.7K ﹤0.01%
257
716
$14.5K ﹤0.01%
335
717
$14.4K ﹤0.01%
55
718
$14.3K ﹤0.01%
128
+54
719
$14.2K ﹤0.01%
181
720
$14.2K ﹤0.01%
371
+8
721
$14.1K ﹤0.01%
100
-5
722
$14.1K ﹤0.01%
374
723
$14.1K ﹤0.01%
280
-320
724
$14K ﹤0.01%
74
725
$13.9K ﹤0.01%
306