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LAI

Legal Advantage Investments Portfolio holdings

AUM $194M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.21M
3
+$1.2M
4
GRAL
GRAIL Inc
GRAL
+$852K
5
V icon
Visa
V
+$643K

Top Sells

1
+$3.94M
2
+$1.84M
3
+$1.25M
4
KLAC icon
KLA
KLAC
+$1.22M
5
OKTA icon
Okta
OKTA
+$1.17M

Sector Composition

1 Technology 32.35%
2 Industrials 26%
3 Healthcare 13.2%
4 Communication Services 9.7%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESLT icon
1
Elbit Systems
ESLT
$38.5B
$12.5M 6.44%
14,670
-60
TDG icon
2
TransDigm Group
TDG
$73.7B
$8.58M 4.43%
7,402
+100
VSEC icon
3
VSE Corp
VSEC
$5.84B
$8.46M 4.37%
45,857
-9,029
ASML icon
4
ASML
ASML
$720B
$7.54M 3.89%
5,705
-30
AMZN icon
5
Amazon
AMZN
$2.55T
$7.44M 3.84%
35,705
+60
SCHW
6
Charles Schwab
SCHW
$164B
$6.26M 3.24%
66,660
+3,100
PLTR icon
7
Palantir
PLTR
$313B
$6.17M 3.19%
42,155
MSFT icon
8
Microsoft
MSFT
$2.81T
$6.03M 3.12%
16,290
+1,200
DIS icon
9
Walt Disney
DIS
$175B
$5.84M 3.02%
60,553
PANW icon
10
Palo Alto Networks
PANW
$230B
$4.93M 2.55%
30,750
-40
RTX icon
11
RTX Corp
RTX
$259B
$4.81M 2.48%
24,923
FISV
12
Fiserv Inc
FISV
$26B
$4.69M 2.42%
84,080
+8,000
VTI icon
13
Vanguard Total Stock Market ETF
VTI
$649B
$4.51M 2.33%
14,049
-650
NVDA icon
14
NVIDIA
NVDA
$4.96T
$4.33M 2.24%
24,856
+900
AMAT icon
15
Applied Materials
AMAT
$471B
$4.13M 2.13%
12,081
-1,000
NOC icon
16
Northrop Grumman
NOC
$78.1B
$4.13M 2.13%
6,051
TMO icon
17
Thermo Fisher Scientific
TMO
$172B
$4.06M 2.1%
8,264
WGS icon
18
GeneDx Holdings
WGS
$1.67B
$3.96M 2.05%
61,675
+2,025
BA icon
19
Boeing
BA
$178B
$3.95M 2.04%
19,830
-140
MELI icon
20
Mercado Libre
MELI
$82.7B
$3.93M 2.03%
2,274
+255
MOG.A icon
21
Moog Inc Class A
MOG.A
$13B
$3.63M 1.88%
12,400
IDXX icon
22
Idexx Laboratories
IDXX
$43.1B
$3.57M 1.85%
6,360
VEEV icon
23
Veeva Systems
VEEV
$25.2B
$3.44M 1.78%
19,590
-400
AAPL icon
24
Apple
AAPL
$4.35T
$3.32M 1.71%
13,073
-3,525
META icon
25
Meta Platforms (Facebook)
META
$1.44T
$3.3M 1.71%
5,775
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