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
651
$4.41K ﹤0.01%
+375
652
$4.4K ﹤0.01%
+34
653
$4.39K ﹤0.01%
+493
654
$4.38K ﹤0.01%
+167
655
$4.35K ﹤0.01%
+80
656
$4.32K ﹤0.01%
+32
657
$4.28K ﹤0.01%
+102
658
$4.27K ﹤0.01%
+56
659
$4.26K ﹤0.01%
+112
660
$4.22K ﹤0.01%
+235
661
$4.21K ﹤0.01%
+29
662
$4.18K ﹤0.01%
+35
663
$4.16K ﹤0.01%
+17
664
$4.09K ﹤0.01%
+234
665
$4.08K ﹤0.01%
+42
666
$4.08K ﹤0.01%
+53
667
$4.04K ﹤0.01%
+47
668
$4K ﹤0.01%
+471
669
$3.87K ﹤0.01%
+30
670
$3.85K ﹤0.01%
+4
671
$3.8K ﹤0.01%
+1,250
672
$3.79K ﹤0.01%
+11
673
$3.79K ﹤0.01%
+55
674
$3.73K ﹤0.01%
+31
675
$3.71K ﹤0.01%
+500
25 26
27
28 29