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
$400M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.19%
2 Financials 0.19%
3 Utilities 0.15%
4 Healthcare 0.12%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,886
77
-17,689
78
-728,755
79
-2,097
80
-5,643
81
-20,142
82
-47,843