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
601
$5.78K ﹤0.01%
+22
602
$5.7K ﹤0.01%
+200
603
$5.65K ﹤0.01%
+33
604
$5.58K ﹤0.01%
+13
605
$5.56K ﹤0.01%
+96
606
$5.54K ﹤0.01%
+29
607
$5.52K ﹤0.01%
+61
608
$5.51K ﹤0.01%
+1,106
609
$5.46K ﹤0.01%
+25
610
$5.43K ﹤0.01%
+79
611
$5.4K ﹤0.01%
+26
612
$5.36K ﹤0.01%
+82
613
$5.35K ﹤0.01%
+76
614
$5.34K ﹤0.01%
+106
615
$5.25K ﹤0.01%
+250
616
$5.22K ﹤0.01%
+66
617
$5.2K ﹤0.01%
+95
618
$5.14K ﹤0.01%
+49
619
$5.14K ﹤0.01%
+40
620
$5.12K ﹤0.01%
+75
621
$5.11K ﹤0.01%
+50
622
$5.09K ﹤0.01%
+2,060
623
$5.08K ﹤0.01%
+32
624
$5.07K ﹤0.01%
+156
625
$5.05K ﹤0.01%
+52
23 24
25
26 27