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
$166M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$543K
3
+$539K
4
ORCL icon
Oracle
ORCL
+$485K
5
AMGN icon
Amgen
AMGN
+$461K

Top Sells

1
+$443K
2
+$400K
3
+$332K
4
INTU icon
Intuit
INTU
+$256K
5
TDG icon
TransDigm Group
TDG
+$223K

Sector Composition

1 Technology 36.05%
2 Industrials 25.32%
3 Healthcare 14.94%
4 Communication Services 7.53%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.15%
24,510
27
$1.84M 1.1%
12,690
-100
28
$1.82M 1.09%
21,616
+1,837
29
$1.81M 1.09%
1,151
+4
30
$1.67M 1%
3,427
31
$1.64M 0.99%
32,180
-1,000
32
$1.6M 0.96%
3,526
-120
33
$1.59M 0.96%
20,610
-100
34
$1.47M 0.88%
5,571
+40
35
$1.46M 0.87%
7,328
36
$1.38M 0.83%
1,827
-13
37
$1.35M 0.81%
6,825
-50
38
$1.35M 0.81%
30,698
39
$1.26M 0.76%
25,400
40
$1.2M 0.72%
5,682
-100
41
$1.19M 0.71%
9,739
42
$1.17M 0.7%
18,975
43
$1.13M 0.68%
8,000
44
$1.03M 0.62%
13,335
+2,200
45
$1.02M 0.62%
2,400
46
$1,000K 0.6%
4,098
47
$984K 0.59%
22,219
48
$970K 0.58%
5,703
-115
49
$952K 0.57%
4,995
+25
50
$872K 0.52%
3,350
-50
1
2
3 4 5