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
$147M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$620K
3
+$491K
4
VDE icon
Vanguard Energy ETF
VDE
+$486K
5
PTC icon
PTC
PTC
+$424K

Top Sells

1
+$1.01M
2
+$740K
3
+$736K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$716K
5
MASI icon
Masimo
MASI
+$670K

Sector Composition

1 Technology 30.16%
2 Industrials 23.52%
3 Healthcare 22.24%
4 Communication Services 6.81%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.23%
59,000
+16,000
27
$1.72M 1.17%
4,647
-82
28
$1.7M 1.15%
4,125
29
$1.7M 1.15%
34,000
30
$1.6M 1.09%
18,629
+1
31
$1.55M 1.05%
22,000
+2,500
32
$1.52M 1.03%
16,619
-200
33
$1.5M 1.02%
4,450
-50
34
$1.42M 0.96%
16,597
35
$1.37M 0.93%
27,150
+4,200
36
$1.34M 0.91%
559
-5
37
$1.29M 0.87%
6,032
-150
38
$1.28M 0.87%
9,567
-81
39
$1.25M 0.85%
62,770
-10,700
40
$1.24M 0.84%
9,600
41
$1.24M 0.84%
10,029
-180
42
$1.1M 0.75%
4,330
-50
43
$1.08M 0.74%
6,168
-332
44
$1.07M 0.73%
35,066
+752
45
$937K 0.64%
+3,600
46
$898K 0.61%
3,410
+1,050
47
$850K 0.58%
78,012
-500
48
$800K 0.54%
2,218
+500
49
$796K 0.54%
10,262
+6,262
50
$773K 0.52%
8,850
-1,650
1
2
3 4