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
551
$7.69K ﹤0.01%
+153
552
$7.64K ﹤0.01%
+143
553
$7.63K ﹤0.01%
+230
554
$7.57K ﹤0.01%
+1,305
555
$7.54K ﹤0.01%
+101
556
$7.46K ﹤0.01%
+172
557
$7.43K ﹤0.01%
+255
558
$7.35K ﹤0.01%
+162
559
$7.3K ﹤0.01%
+70
560
$7.26K ﹤0.01%
+2
561
$7.21K ﹤0.01%
+62
562
$7.18K ﹤0.01%
+46
563
$7.16K ﹤0.01%
+122
564
$7.16K ﹤0.01%
+193
565
$7.14K ﹤0.01%
+1,000
566
$7.05K ﹤0.01%
+268
567
$7.02K ﹤0.01%
+180
568
$6.91K ﹤0.01%
+16
569
$6.89K ﹤0.01%
+32
570
$6.77K ﹤0.01%
+66
571
$6.72K ﹤0.01%
+146
572
$6.7K ﹤0.01%
+137
573
$6.7K ﹤0.01%
+193
574
$6.68K ﹤0.01%
+442
575
$6.64K ﹤0.01%
+16
21 22
23
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