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
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$592K
3
+$459K
4
CB icon
Chubb
CB
+$441K
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$379K

Top Sells

1
+$780K
2
+$259K
3
+$248K
4
ADI icon
Analog Devices
ADI
+$36.1K
5
AAPL icon
Apple
AAPL
+$34.7K

Sector Composition

1 Technology 32.61%
2 Industrials 26.99%
3 Healthcare 16.43%
4 Communication Services 7.09%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.1%
16,415
+1
27
$1.29M 1.06%
20,510
28
$1.24M 1.02%
9,739
+1
29
$1.22M 1%
7,448
-220
30
$1.21M 1%
5,832
31
$1.2M 0.98%
17,130
+930
32
$1.13M 0.93%
15,513
+5,202
33
$1.08M 0.89%
30,998
34
$1.07M 0.88%
29,920
35
$1.04M 0.85%
3,520
36
$975K 0.8%
17,275
+3,700
37
$950K 0.78%
9,568
38
$908K 0.75%
10,960
39
$908K 0.75%
22,121
-247
40
$884K 0.73%
11,755
-3,300
41
$847K 0.7%
24,410
42
$835K 0.69%
2,400
43
$787K 0.65%
1,440
+300
44
$781K 0.64%
6,482
+1,300
45
$780K 0.64%
5,818
46
$720K 0.59%
2,900
47
$710K 0.58%
8,000
48
$708K 0.58%
3,400
-50
49
$706K 0.58%
3,400
50
$694K 0.57%
11,191
+100
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