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LRI Investments Portfolio holdings

AUM $1.24B
1-Year Est. Return 11.13%
This Fund
S&P 500
This Quarter Est. Return
+8.12%
1 Year Est. Return
+11.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
Cap. Flow
+$378M
Cap. Flow %
95.59%
Top 10 Hldgs %
61.71%
Holding
841
New
840
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$75.5M 19.06%
+2,362,171
New +$71.3M
DFAX icon
2
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$25.4M 6.41%
+997,310
New +$24.4M
AGO icon
3
Assured Guaranty
AGO
$3.66B
$24.7M 6.23%
+282,896
New +$23.8M
DLN icon
4
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$24.5M 6.19%
+339,383
New +$23.3M
DFAI
5
Dimensional International Core Equity Market ETF
DFAI
$17.4B
$24.2M 6.1%
+799,709
New +$23.2M
DWM icon
6
WisdomTree International Equity Fund
DWM
$679M
$21.9M 5.52%
+398,926
New +$21.1M
DLS icon
7
WisdomTree International SmallCap Dividend Fund
DLS
$1.06B
$13.5M 3.4%
+206,665
New +$13.1M
DISV icon
8
Dimensional International Small Cap Value ETF
DISV
$4.95B
$12.2M 3.09%
+449,774
New +$11.6M
VNQ icon
9
Vanguard Real Estate ETF
VNQ
$39.2B
$11.6M 2.94%
+134,537
New +$11.5M
AMZN icon
10
Amazon
AMZN
$2.92T
$11M 2.77%
+60,750
New +$10.1M
MSFT icon
11
Microsoft
MSFT
$3.45T
$7.2M 1.82%
+17,119
New +$6.93M
RTX icon
12
RTX Corp
RTX
$290B
$6.57M 1.66%
+67,406
New +$6.08M
AAPL icon
13
Apple
AAPL
$4.54T
$5.93M 1.5%
+34,567
New +$6.29M
DFLV icon
14
Dimensional US Large Cap Value ETF
DFLV
$6.84B
$5.1M 1.29%
+169,978
New +$4.74M
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$4.87M 1.23%
+9,302
New +$4.63M
XOM icon
16
ExxonMobil
XOM
$644B
$4.11M 1.04%
+35,328
New +$3.7M
SHOP icon
17
Shopify
SHOP
$152B
$3.6M 0.91%
+46,606
New +$3.68M
CARR icon
18
Carrier Global
CARR
$51B
$3.34M 0.84%
+57,409
New +$3.23M
DFGR icon
19
Dimensional Global Real Estate ETF
DFGR
$3.85B
$3.03M 0.77%
+118,837
New +$2.98M
VOO icon
20
Vanguard S&P 500 ETF
VOO
$979B
$3M 0.76%
+6,234
New +$2.85M
OTIS icon
21
Otis Worldwide
OTIS
$27.4B
$2.81M 0.71%
+28,276
New +$2.61M
NVDA icon
22
NVIDIA
NVDA
$4.86T
$2.65M 0.67%
+29,340
New +$2.13M
ACN icon
23
Accenture
ACN
$102B
$2.35M 0.59%
+6,787
New +$2.47M
DFUS
24
Dimensional US Equity ETF
DFUS
$20.8B
$2.31M 0.58%
+40,456
New +$2.19M
ISCG icon
25
iShares Morningstar Small-Cap Growth ETF
ISCG
$970M
$2.29M 0.58%
+49,151
New +$2.17M

Similar funds

LRI Investments's Q1 2024 Portfolio in Review

Q1 2024 is the first quarter with a 13F filing on record for LRI Investments, which disclosed 841 positions worth $396M. Its ten largest holdings account for 62% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 2,362,171 shares worth $75.5M.

By sector, the portfolio is most concentrated in Financials at 9.5% of assets, followed by Technology and Industrials.

  • LRI Investments's largest Q1 2024 buy was Dimensional US Core Equity 2 ETF: 2,362,171 shares worth $75.5M.
  • LRI Investments's ten largest holdings make up 62% of its $396M portfolio in Q1 2024.
  • LRI Investments disclosed 841 positions in Q1 2024, its first 13F filing on record.

Based on LRI Investments's 13F filing for Q1 2024, filed 14 May 2024.