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
726
$2.44K ﹤0.01%
+63
727
$2.44K ﹤0.01%
+24
728
$2.4K ﹤0.01%
+683
729
$2.33K ﹤0.01%
+22
730
$2.27K ﹤0.01%
+22
731
$2.25K ﹤0.01%
+96
732
$2.24K ﹤0.01%
+26
733
$2.23K ﹤0.01%
+30
734
$2.22K ﹤0.01%
+31
735
$2.21K ﹤0.01%
+15
736
$2.21K ﹤0.01%
+159
737
$2.2K ﹤0.01%
+229
738
$2.2K ﹤0.01%
+22
739
$2.18K ﹤0.01%
+175
740
$2.15K ﹤0.01%
+17
741
$2.1K ﹤0.01%
+24
742
$2.08K ﹤0.01%
+33
743
$2.07K ﹤0.01%
+200
744
$2.06K ﹤0.01%
+66
745
$2.04K ﹤0.01%
+115
746
$2.04K ﹤0.01%
+154
747
$2.01K ﹤0.01%
+23
748
$2.01K ﹤0.01%
+11
749
$2K ﹤0.01%
+51
750
$2K ﹤0.01%
+188
28 29
30
31 32