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
$441M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.17%
2 Technology 0.17%
3 Utilities 0.16%
4 Consumer Discretionary 0.16%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-647,590
77
-814