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
$103M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$854K
3
+$840K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$728K
5
AAPL icon
Apple
AAPL
+$711K

Top Sells

1
+$2.65M
2
+$2.64M
3
+$2.18M
4
ILMN icon
Illumina
ILMN
+$1.58M
5
ITGR icon
Integer Holdings
ITGR
+$1.34M

Sector Composition

1 Technology 31.67%
2 Industrials 27.24%
3 Healthcare 19.49%
4 Communication Services 7.71%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.13%
61,800
27
$1.14M 1.11%
28,998
28
$1.08M 1.05%
14,175
29
$1.06M 1.03%
9,568
+1
30
$1.05M 1.02%
12,720
+10,200
31
$1.02M 1%
9,738
32
$1.01M 0.98%
14,413
+6,501
33
$939K 0.92%
45,252
-12,418
34
$936K 0.91%
10,800
+1,200
35
$901K 0.88%
6,168
36
$763K 0.74%
24,410
+5,630
37
$761K 0.74%
22,366
+3
38
$728K 0.71%
+10,308
39
$724K 0.71%
12,475
+6,550
40
$723K 0.7%
3,450
41
$711K 0.69%
+5,198
42
$669K 0.65%
4,148
+350
43
$669K 0.65%
3,400
44
$668K 0.65%
29,800
+8,000
45
$642K 0.63%
2,900
46
$622K 0.61%
11,078
-1,228
47
$612K 0.6%
+3,500
48
$568K 0.55%
+5,000
49
$539K 0.53%
19,119
50
$532K 0.52%
4,098
1
2
3 4