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
$133M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$848K
3
+$753K
4
META icon
Meta Platforms (Facebook)
META
+$578K
5
SHOP icon
Shopify
SHOP
+$358K

Top Sells

1
+$1.4M
2
+$800K
3
+$716K
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$668K
5
ATVI
Activision Blizzard
ATVI
+$373K

Sector Composition

1 Technology 29.73%
2 Industrials 25.01%
3 Healthcare 21.15%
4 Communication Services 7.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.38%
20,410
27
$1.64M 1.24%
4,125
28
$1.58M 1.19%
4,647
29
$1.45M 1.09%
5,832
-200
30
$1.36M 1.02%
28,998
+1,848
31
$1.34M 1.01%
16,597
32
$1.31M 0.99%
559
33
$1.31M 0.98%
9,567
34
$1.27M 0.95%
18,780
+5,300
35
$1.25M 0.94%
9,738
-291
36
$1.11M 0.83%
14,175
-17,900
37
$1.08M 0.81%
10,112
-150
38
$1.04M 0.78%
9,600
39
$1.02M 0.77%
6,168
40
$968K 0.73%
57,670
-5,100
41
$963K 0.72%
19,500
-14,500
42
$948K 0.71%
19,119
+2,500
43
$919K 0.69%
4,330
44
$917K 0.69%
30,067
-4,999
45
$883K 0.66%
2,000
46
$848K 0.64%
+12,306
47
$845K 0.64%
3,798
+2,598
48
$837K 0.63%
3,450
-150
49
$805K 0.61%
21,800
-200
50
$754K 0.57%
3,400
1
2
3 4