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
$140M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$209K
3
+$204K
4
MDT icon
Medtronic
MDT
+$201K
5
MELI icon
Mercado Libre
MELI
+$178K

Top Sells

1
+$638K
2
+$518K
3
+$218K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
ORCL icon
Oracle
ORCL
+$90.5K

Sector Composition

1 Technology 36.14%
2 Industrials 24.71%
3 Healthcare 16%
4 Communication Services 7.73%
5 Financials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.07%
3,646
-154
27
$1.45M 1.04%
1,147
+140
28
$1.44M 1.03%
12,790
+90
29
$1.42M 1.02%
19,779
+970
30
$1.37M 0.98%
33,180
+250
31
$1.36M 0.97%
30,698
-300
32
$1.34M 0.96%
24,510
+100
33
$1.29M 0.92%
3,427
-93
34
$1.28M 0.92%
7,328
-120
35
$1.2M 0.85%
6,875
+50
36
$1.12M 0.8%
5,531
-34
37
$1.1M 0.79%
25,400
+500
38
$1.09M 0.78%
9,739
39
$1.08M 0.77%
1,840
+90
40
$1.05M 0.75%
8,000
41
$1.01M 0.72%
5,782
42
$990K 0.71%
4,970
+1,350
43
$950K 0.68%
2,400
44
$946K 0.68%
18,975
+100
45
$942K 0.67%
30,920
46
$917K 0.65%
20,710
+200
47
$844K 0.6%
5,818
48
$832K 0.59%
4,098
49
$782K 0.56%
3,400
50
$758K 0.54%
11,135
+175
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