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
751
$1.98K ﹤0.01%
+32
752
$1.92K ﹤0.01%
+223
753
$1.9K ﹤0.01%
+97
754
$1.82K ﹤0.01%
+56
755
$1.81K ﹤0.01%
+50
756
$1.8K ﹤0.01%
+1,000
757
$1.79K ﹤0.01%
+48
758
$1.78K ﹤0.01%
+32
759
$1.71K ﹤0.01%
+42
760
$1.7K ﹤0.01%
+21
761
$1.69K ﹤0.01%
+280
762
$1.66K ﹤0.01%
+27
763
$1.65K ﹤0.01%
+80
764
$1.65K ﹤0.01%
+34
765
$1.64K ﹤0.01%
+97
766
$1.63K ﹤0.01%
+45
767
$1.56K ﹤0.01%
+77
768
$1.55K ﹤0.01%
+63
769
$1.52K ﹤0.01%
+100
770
$1.51K ﹤0.01%
+98
771
$1.5K ﹤0.01%
+6
772
$1.5K ﹤0.01%
+12
773
$1.5K ﹤0.01%
+29
774
$1.49K ﹤0.01%
+26
775
$1.45K ﹤0.01%
+5
29 30
31
32 33