Hayley A. Snell

@Lri Investments, Llc

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$1.031B

Total holdings1146

Assets growth rate17.31%

Assets growth rate (2-Q avg)69.61%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lri Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1146 positions.

Assets under management

The assets under management (AUM) of Lri Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.031B in assets, with a quarterly growth rate of 17.31% and a 2-quarter average growth rate of 69.61%. The portfolio is managed by Hayley A. Snell, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ARESAres Management Corporation Cl A Com Stk Recent Activity Decreased -7.91%	42.63%	$439.313M 2.599M shares@ $169.03 avg price	Decreased -7.91%
DLNWisdomtree U.s. Largecap Dividend Fund Recent Activity Decreased -0.09%	2.64%	$27.207M 338,645 shares@ $80.34 avg price	Decreased -0.09%
DFAXDimensional World Ex U.s. Core Equity 2 Etf Recent Activity Decreased -0.05%	2.44%	$25.133M 996,138 shares@ $25.24 avg price	Decreased -0.05%
DWMWisdomtree International Equity Fund Recent Activity Decreased -1.59%	2.04%	$21.005M 390,651 shares@ $53.77 avg price	Decreased -1.59%
VNQVanguard Real Estate Etf Recent Activity Decreased -2.13%	1.27%	$13.036M 139,052 shares@ $93.75 avg price	Decreased -2.13%
DLSWisdomtree International Smallcap Dividend Fund Recent Activity Decreased -2%	1.25%	$12.88M 202,516 shares@ $63.6 avg price	Decreased -2%
NVDANvidia Corporation Com Recent Activity Decreased -0.55%	0.98%	$10.01M 68,210 shares@ $146.76 avg price	Decreased -0.55%
CARRCarrier Global Corporation Com Recent Activity Decreased -0.4%	0.43%	$4.385M 58,497 shares@ $74.97 avg price	Decreased -0.4%
MTBM & T Bk Corp Com Recent Activity Decreased -0.53%	0.31%	$3.152M 14,780 shares@ $213.27 avg price	Decreased -0.53%
GOOGAlphabet Inc Cap Stk Cl C Recent Activity Decreased -0.78%	0.28%	$2.794M 15,754 shares@ $177.36 avg price	Decreased -0.78%