LI

LRI Investments Portfolio holdings

AUM $1.18B
1-Year Est. Return 25.27%
This Quarter Est. Return
1 Year Est. Return
+25.27%
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
701
$2.92K ﹤0.01%
+74
702
$2.91K ﹤0.01%
+130
703
$2.89K ﹤0.01%
+116
704
$2.87K ﹤0.01%
+29
705
$2.85K ﹤0.01%
+53
706
$2.78K ﹤0.01%
+122
707
$2.77K ﹤0.01%
+140
708
$2.76K ﹤0.01%
+85
709
$2.75K ﹤0.01%
+16
710
$2.7K ﹤0.01%
+50
711
$2.66K ﹤0.01%
+48
712
$2.65K ﹤0.01%
+14
713
$2.64K ﹤0.01%
+66
714
$2.63K ﹤0.01%
+44
715
$2.54K ﹤0.01%
+50
716
$2.54K ﹤0.01%
+44
717
$2.54K ﹤0.01%
+49
718
$2.52K ﹤0.01%
+51
719
$2.51K ﹤0.01%
+49
720
$2.51K ﹤0.01%
+26
721
$2.48K ﹤0.01%
+7
722
$2.46K ﹤0.01%
+6
723
$2.46K ﹤0.01%
+66
724
$2.45K ﹤0.01%
+55
725
$2.45K ﹤0.01%
+11
27 28
29
30 31