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
$136M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.08M
3
+$884K
4
FNF icon
Fidelity National Financial
FNF
+$880K
5
PANW icon
Palo Alto Networks
PANW
+$609K

Top Sells

1
+$2.04M
2
+$908K
3
+$708K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$521K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$204K

Sector Composition

1 Technology 35.11%
2 Industrials 25.26%
3 Healthcare 15.96%
4 Communication Services 7.92%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.12%
16,415
27
$1.47M 1.08%
7,448
28
$1.41M 1.03%
20,510
29
$1.35M 0.99%
6,382
-100
30
$1.32M 0.97%
1,002
+302
31
$1.26M 0.92%
9,739
32
$1.23M 0.9%
75,400
+8,400
33
$1.22M 0.89%
3,520
34
$1.18M 0.86%
30,998
35
$1.17M 0.86%
24,410
36
$1.15M 0.84%
18,875
+1,600
37
$1.15M 0.84%
5,068
+3,906
38
$1.14M 0.84%
5,832
39
$1.08M 0.79%
+10,700
40
$1.02M 0.75%
31,920
+2,000
41
$1.01M 0.74%
5,050
42
$1.01M 0.74%
9,568
43
$980K 0.72%
1,440
44
$880K 0.65%
+25,200
45
$872K 0.64%
2,400
46
$832K 0.61%
8,000
47
$813K 0.6%
10,960
48
$767K 0.56%
3,400
49
$758K 0.56%
5,818
50
$754K 0.55%
4,098
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