LI

LVZ Inc Portfolio holdings

AUM $834M
1-Year Est. Return 10.79%
This Quarter Est. Return
1 Year Est. Return
+10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 0.15%
2 Consumer Discretionary 0.14%
3 Financials 0.13%
4 Industrials 0.09%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,979
77
-20,642
78
-2,140
79
-2,825
80
-13,729
81
-7,320
82
-2,999