LAI
Legal Advantage Investments Portfolio holdings
AUM
$216M
1-Year Est. Return
31.56%
This Fund
S&P 500
1 Year Est. Return
+31.56%
AUM
$216M
AUM Growth
-$6.12M
(-2.8%)
Holding
93
Top Buys
| 1 | +$1.26M | |
| 2 | +$1.07M | |
| 3 | +$758K | |
| 4 |
Cisco
CSCO
|
+$668K |
| 5 |
Credo Technology Group
CRDO
|
+$662K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.6M | |
| 3 | +$1.02M | |
| 4 |
Fidelity National Information Services
FIS
|
+$1.02M |
| 5 |
Rubrik
RBRK
|
+$989K |
Sector Composition
| 1 | Technology | 35.53% |
| 2 | Industrials | 21.64% |
| 3 | Healthcare | 14.66% |
| 4 | Communication Services | 9.78% |
| 5 | Financials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$80.6B
| $9.71M | 4.5% |
7,302
+420
|
|
||
2
VSE Corp
VSEC
$5.11B
| $9.48M | 4.39% |
54,886
-1,543
|
|
||
3
Elbit Systems
ESLT
$32.6B
| $8.51M | 3.94% |
14,730
-100
|
|
||
4
Amazon
AMZN
$2.56T
| $8.23M | 3.81% |
35,645
+100
|
|
||
5
GeneDx Holdings
WGS
$2.78B
| $7.76M | 3.59% |
59,650
-1,000
|
|
||
6
Palantir
PLTR
$349B
| $7.49M | 3.47% |
42,155
+2,980
|
|
||
7
Microsoft
MSFT
$3.2T
| $7.3M | 3.38% |
15,090
+165
|
|
||
8
Walt Disney
DIS
$200B
| $6.89M | 3.19% |
60,553
-7,723
|
|
||
9
Charles Schwab
SCHW
$185B
| $6.35M | 2.94% |
63,560
-1,500
|
|
||
10
ASML
ASML
$552B
| $6.14M | 2.84% |
5,735
-405
|
|
||
11
Palo Alto Networks
PANW
$123B
| $5.67M | 2.63% |
30,790
|
|
||
|
FISV
12
Fiserv Inc
FISV
$34.3B
| $5.11M | 2.37% |
76,080
+18,788
|
|
||
13
Vanguard Total Stock Market ETF
VTI
$580B
| $4.93M | 2.28% |
14,699
+500
|
|
||
14
Thermo Fisher Scientific
TMO
$217B
| $4.79M | 2.22% |
8,264
-90
|
|
||
15
RTX Corp
RTX
$269B
| $4.57M | 2.12% |
24,923
-384
|
|
||
16
Apple
AAPL
$3.81T
| $4.51M | 2.09% |
16,598
-1
|
|
||
17
NVIDIA
NVDA
$4.65T
| $4.47M | 2.07% |
23,956
-840
|
|
||
18
Veeva Systems
VEEV
$33.5B
| $4.46M | 2.07% |
19,990
+35
|
|
||
19
Boeing
BA
$183B
| $4.34M | 2.01% |
19,970
-1,150
|
|
||
20
Idexx Laboratories
IDXX
$53.5B
| $4.3M | 1.99% |
6,360
|
|
||
21
Shopify
SHOP
$171B
| $4.23M | 1.96% |
26,285
+175
|
|
||
22
Mercado Libre
MELI
$109B
| $4.07M | 1.88% |
2,019
+1
|
|
||
23
Tyler Technologies
TYL
$15.9B
| $3.94M | 1.82% |
8,678
-570
|
|
||
24
Meta Platforms (Facebook)
META
$1.81T
| $3.81M | 1.76% |
5,775
+500
|
|
||
25
Applovin
APP
$160B
| $3.62M | 1.68% |
5,375
+1,125
|
|