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
826
$7.96K ﹤0.01%
629
827
$7.93K ﹤0.01%
48
-8
828
$7.87K ﹤0.01%
+531
829
$7.85K ﹤0.01%
1,248
830
$7.84K ﹤0.01%
51
831
$7.76K ﹤0.01%
101
832
$7.69K ﹤0.01%
42
-20
833
$7.55K ﹤0.01%
70
834
$7.53K ﹤0.01%
+244
835
$7.52K ﹤0.01%
30
-1,285
836
$7.43K ﹤0.01%
117
+21
837
$7.42K ﹤0.01%
100
838
$7.41K ﹤0.01%
137
839
$7.36K ﹤0.01%
66
840
$7.34K ﹤0.01%
217
841
$7.29K ﹤0.01%
197
842
$7.27K ﹤0.01%
1,393
843
$7.21K ﹤0.01%
+155
844
$7.2K ﹤0.01%
991
845
$7.16K ﹤0.01%
121
846
$7.13K ﹤0.01%
+43
847
$7.13K ﹤0.01%
+444
848
$7.11K ﹤0.01%
783
+522
849
$7.11K ﹤0.01%
14
-7
850
$7.1K ﹤0.01%
525
32 33
34
35 36