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
$396M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.53%
2 Technology 7.07%
3 Industrials 5.4%
4 Consumer Discretionary 3.87%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$101K 0.03%
+182
202
$100K 0.03%
+570
203
$100K 0.03%
+1,960
204
$99.6K 0.03%
+2,364
205
$99.2K 0.03%
+502
206
$97.8K 0.02%
+1,555
207
$96.6K 0.02%
+1,603
208
$96.5K 0.02%
+1,960
209
$96K 0.02%
+1,275
210
$94.4K 0.02%
+1,525
211
$92.2K 0.02%
+771
212
$91.3K 0.02%
+401
213
$91.3K 0.02%
+7,649
214
$91K 0.02%
+189
215
$88.1K 0.02%
+437
216
$87.7K 0.02%
+115
217
$87.3K 0.02%
+200
218
$86.6K 0.02%
+1,125
219
$86.3K 0.02%
+218
220
$85K 0.02%
+2,070
221
$84.7K 0.02%
+2,000
222
$82.9K 0.02%
+1,865
223
$82.6K 0.02%
+3,000
224
$80.9K 0.02%
+104
225
$80.6K 0.02%
+1,123