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
$107M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.25M
3
+$780K
4
MA icon
Mastercard
MA
+$682K
5
ASML icon
ASML
ASML
+$473K

Top Sells

1
+$939K
2
+$238K
3
+$225K
4
WYNN icon
Wynn Resorts
WYNN
+$17.6K

Sector Composition

1 Technology 33.32%
2 Industrials 24.67%
3 Healthcare 17.3%
4 Communication Services 8.07%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.24%
16,200
+3,480
27
$1.21M 1.14%
5,832
28
$1.13M 1.06%
20,510
29
$1.12M 1.05%
15,055
+880
30
$1.07M 1%
7,668
+1,500
31
$1.03M 0.97%
9,568
32
$1.02M 0.95%
9,738
33
$1M 0.94%
16,414
+2,001
34
$909K 0.85%
30,998
+2,000
35
$871K 0.82%
29,920
+120
36
$868K 0.81%
22,368
+2
37
$829K 0.78%
3,520
+20
38
$824K 0.77%
13,575
+1,100
39
$780K 0.73%
+13,500
40
$778K 0.73%
10,960
+160
41
$769K 0.72%
8,000
+4,000
42
$753K 0.71%
3,450
43
$718K 0.67%
19,119
44
$703K 0.66%
5,182
+1,034
45
$689K 0.65%
10,311
+3
46
$682K 0.64%
+2,400
47
$658K 0.62%
24,410
48
$615K 0.58%
2,900
49
$608K 0.57%
5,818
+1,900
50
$604K 0.57%
3,400
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