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
576
$6.62K ﹤0.01%
+153
577
$6.61K ﹤0.01%
+261
578
$6.48K ﹤0.01%
+21
579
$6.46K ﹤0.01%
+346
580
$6.45K ﹤0.01%
+100
581
$6.43K ﹤0.01%
+43
582
$6.41K ﹤0.01%
+78
583
$6.37K ﹤0.01%
+991
584
$6.31K ﹤0.01%
+73
585
$6.28K ﹤0.01%
+33
586
$6.27K ﹤0.01%
+67
587
$6.25K ﹤0.01%
+455
588
$6.24K ﹤0.01%
+215
589
$6.23K ﹤0.01%
+358
590
$6.18K ﹤0.01%
+120
591
$6.05K ﹤0.01%
+50
592
$6.01K ﹤0.01%
+107
593
$6K ﹤0.01%
+1,393
594
$6K ﹤0.01%
+2,000
595
$5.98K ﹤0.01%
+57
596
$5.94K ﹤0.01%
+121
597
$5.85K ﹤0.01%
+140
598
$5.83K ﹤0.01%
+36
599
$5.83K ﹤0.01%
+20
600
$5.82K ﹤0.01%
+1,202
22 23
24
25 26