LI

LRI Investments Portfolio holdings

AUM $1.18B
This Quarter Return
-5.44%
1 Year Return
+25.27%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.03B
AUM Growth
-$3.24M
Cap. Flow
+$81.8M
Cap. Flow %
7.9%
Top 10 Hldgs %
60.49%
Holding
1,264
New
111
Increased
229
Reduced
305
Closed
52
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$7.48K﹤0.01% 158
$7.39K﹤0.01%
+107
New
+$7.39K
$7.3K﹤0.01% 67
$7.22K﹤0.01% 75
$7.14K﹤0.01% 244
$7.12K﹤0.01%
+61
New
+$7.12K
$7.1K﹤0.01% 435
$7.05K﹤0.01% 31
$7.04K﹤0.01% 118
-727
-86%
-$43.4K
$7.03K﹤0.01% 991
$7.01K﹤0.01% 322
$6.96K﹤0.01% 120
$6.94K﹤0.01% 1,248
$6.94K﹤0.01% 261
$6.91K﹤0.01% 244
-939
-79%
-$26.6K
$6.86K﹤0.01% 629
$6.86K﹤0.01% 45
-26
-37%
-$3.96K
$6.85K﹤0.01% 100
$6.82K﹤0.01% 90
$6.81K﹤0.01% 37
$6.77K﹤0.01% 101
$6.77K﹤0.01% 117
$6.76K﹤0.01% 66
$6.72K﹤0.01% 16
$6.68K﹤0.01% 74