LI
LRI Investments Portfolio holdings
AUM
$1.18B
This Quarter Return
+5.88%
1 Year Return
+25.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$1.04B
(+0.72%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
69.1%
Holding
1,179
New
33
Increased
195
Reduced
180
Closed
25
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$970K |
| 2 |
Luminar Technologies
LAZR
|
$875K |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$695K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$688K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$527K |
Sector Composition
| 1 | Financials | 50.44% |
| 2 | Technology | 6.86% |
| 3 | Industrials | 3.55% |
| 4 | Consumer Discretionary | 2.88% |
| 5 | Healthcare | 2.15% |