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
$150M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.5M
3
+$1.18M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.03M
5
FIS icon
Fidelity National Information Services
FIS
+$492K

Top Sells

1
+$2.66M
2
+$1.07M
3
+$692K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$651K
5
WBA
Walgreens Boots Alliance
WBA
+$306K

Sector Composition

1 Technology 36.21%
2 Industrials 25.2%
3 Healthcare 16.02%
4 Communication Services 7.54%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.2%
6,266
-116
27
$1.75M 1.17%
3,800
28
$1.58M 1.05%
24,410
29
$1.55M 1.03%
3,520
30
$1.45M 0.97%
7,448
31
$1.42M 0.95%
9,739
32
$1.38M 0.92%
12,700
+2,000
33
$1.37M 0.91%
20,510
34
$1.29M 0.86%
30,998
35
$1.27M 0.85%
1,750
+310
36
$1.19M 0.8%
1,007
+5
37
$1.19M 0.79%
32,930
+7,730
38
$1.18M 0.78%
5,565
+515
39
$1.18M 0.78%
+6,825
40
$1.15M 0.77%
30,920
-1,000
41
$1.13M 0.75%
5,782
-50
42
$1.05M 0.7%
24,900
-100
43
$1.03M 0.69%
+3,620
44
$968K 0.65%
8,000
45
$944K 0.63%
2,400
46
$895K 0.6%
10,960
47
$871K 0.58%
18,875
48
$859K 0.57%
17,205
49
$846K 0.56%
5,818
50
$831K 0.55%
4,554
-514
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2
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