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
776
$1.45K ﹤0.01%
+100
777
$1.45K ﹤0.01%
+13
778
$1.43K ﹤0.01%
+39
779
$1.4K ﹤0.01%
+78
780
$1.39K ﹤0.01%
+23
781
$1.33K ﹤0.01%
+1
782
$1.32K ﹤0.01%
+104
783
$1.32K ﹤0.01%
+24
784
$1.29K ﹤0.01%
+6
785
$1.29K ﹤0.01%
+30
786
$1.27K ﹤0.01%
+28
787
$1.23K ﹤0.01%
+15
788
$1.23K ﹤0.01%
+12
789
$1.18K ﹤0.01%
+34
790
$1.15K ﹤0.01%
+41
791
$1.14K ﹤0.01%
+40
792
$1.12K ﹤0.01%
+26
793
$1.1K ﹤0.01%
+12
794
$1.08K ﹤0.01%
+1,000
795
$1.07K ﹤0.01%
+16
796
$1.05K ﹤0.01%
+54
797
$1.04K ﹤0.01%
+12
798
$1.02K ﹤0.01%
+32
799
$994 ﹤0.01%
+100
800
$988 ﹤0.01%
+16
30 31
32
33 34