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
$4.96K﹤0.01% 67
$4.94K﹤0.01% 42
+11
+35%
+$1.29K
$4.94K﹤0.01%
+55
New
+$4.94K
$4.92K﹤0.01% 346
$4.89K﹤0.01% 250
$4.88K﹤0.01% 4,881
$4.87K﹤0.01% 289
$4.86K﹤0.01% 245
$4.82K﹤0.01% 138
+99
+254%
+$3.45K
$4.78K﹤0.01%
+50
New
+$4.78K
$4.78K﹤0.01% 42
$4.76K﹤0.01% 93
+17
+22%
+$870
$4.73K﹤0.01% 58
$4.71K﹤0.01% 108
$4.61K﹤0.01%
+41
New
+$4.61K
$4.61K﹤0.01% 150
$4.61K﹤0.01% 179
$4.58K﹤0.01%
+276
New
+$4.58K
$4.58K﹤0.01% 200
$4.55K﹤0.01% 991
$4.53K﹤0.01% 266
$4.52K﹤0.01% 358
$4.5K﹤0.01% 77
$4.5K﹤0.01% 125
$4.49K﹤0.01% 56
-568
-91%
-$45.5K