LI

LRI Investments Portfolio holdings

AUM $1.22B
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$25.4M
3
+$24.7M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$24.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$24.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.53%
2 Technology 7.07%
3 Industrials 5.4%
4 Consumer Discretionary 3.87%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46.2K 0.01%
+185
277
$46.2K 0.01%
+350
278
$45.4K 0.01%
+65
279
$45.2K 0.01%
+1,990
280
$44K 0.01%
+260
281
$43.7K 0.01%
+673
282
$43.2K 0.01%
+255
283
$43.1K 0.01%
+255
284
$43.1K 0.01%
+500
285
$42.6K 0.01%
+727
286
$42.4K 0.01%
+1,430
287
$41.8K 0.01%
+144
288
$41.6K 0.01%
+1,162
289
$40K 0.01%
+1,038
290
$39.5K 0.01%
+620
291
$39.5K 0.01%
+787
292
$39.4K 0.01%
+4,510
293
$39.1K 0.01%
+532
294
$39K 0.01%
+778
295
$38.8K 0.01%
+1,440
296
$38.8K 0.01%
+2,774
297
$38.5K 0.01%
+212
298
$38.1K 0.01%
+412
299
$37.2K 0.01%
+137
300
$37K 0.01%
+392
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