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
VDEVanguard Energy Etf Recent Activity New Position	0.01%	$58,391 440 shares@ $132.71 avg price	New Position
DFISDimensional International Small Cap Etf Recent Activity New Position	0.01%	$54,394 2,192 shares@ $24.82 avg price	New Position
RCLRoyal Caribbean Group Com Recent Activity New Position	0.01%	$41,323 177 shares@ $233.47 avg price	New Position
APPApplovin Corp Com Cl A Recent Activity New Position	0.01%	$31,476 111 shares@ $283.57 avg price	New Position
KDPKeurig Dr Pepper Inc Com Recent Activity New Position	0.01%	$30,776 922 shares@ $33.38 avg price	New Position
PRMBPrimo Brands Corporation Class A Com Shs Recent Activity New Position	0.01%	$28,540 1,006 shares@ $28.37 avg price	New Position
TRGPTarga Res Corp Com Recent Activity New Position	0.01%	$28,161 147 shares@ $191.58 avg price	New Position
WOODIshares Global Timber & Forestry Etf Recent Activity New Position	0.01%	$27,887 357 shares@ $78.12 avg price	New Position
INSIInsight Select Income Fd Com Recent Activity New Position	0.01%	$27,472 1,588 shares@ $17.3 avg price	New Position
VWOBVanguard Emerging Markets Government Bond Etf Recent Activity New Position	0.01%	$27,326 426 shares@ $64.15 avg price	New Position