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
$352M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 0.24%
2 Consumer Discretionary 0.22%
3 Financials 0.19%
4 Consumer Staples 0.12%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,969
77
-8,719
78
-5,566
79
-781