LAI

Legal Advantage Investments Portfolio holdings

AUM $222M
1-Year Est. Return 37.95%
This Quarter Est. Return
1 Year Est. Return
+37.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.71M
3
+$610K
4
SE icon
Sea Limited
SE
+$573K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$263K

Top Sells

1
+$1.14M
2
+$940K
3
+$201K
4
CCS icon
Century Communities
CCS
+$200K
5
HSKA
Heska Corp
HSKA
+$103K

Sector Composition

1 Technology 30.24%
2 Healthcare 23.96%
3 Industrials 21.37%
4 Consumer Discretionary 7.18%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.23%
13,580
-50
27
$1.75M 1.17%
13,600
28
$1.71M 1.14%
+34,000
29
$1.66M 1.12%
11,484
30
$1.6M 1.07%
18,628
-233
31
$1.55M 1.04%
19,500
-100
32
$1.52M 1.02%
9,648
-40
33
$1.49M 1%
4,125
34
$1.48M 0.99%
16,597
35
$1.45M 0.97%
10,209
36
$1.36M 0.91%
6,182
37
$1.34M 0.9%
564
-5
38
$1.33M 0.89%
73,470
-380
39
$1.28M 0.86%
22,950
40
$1.27M 0.85%
4,500
+250
41
$1.19M 0.8%
4,380
42
$1.16M 0.78%
9,600
43
$1.09M 0.73%
78,512
+12,000
44
$1.09M 0.73%
6,500
45
$1.05M 0.71%
34,314
-498
46
$1.01M 0.68%
3,925
-75
47
$780K 0.52%
3,500
48
$753K 0.51%
2,360
49
$740K 0.5%
441
-15
50
$736K 0.49%
6,950
-50
1
2
3 4