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
$394M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 0.15%
2 Consumer Discretionary 0.13%
3 Financials 0.12%
4 Industrials 0.08%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,012
77
-13,749
78
-8,789
79
-36,723