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
$174M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$779K
3
+$519K
4
WGS icon
GeneDx Holdings
WGS
+$518K
5
ASML icon
ASML
ASML
+$384K

Top Sells

1
+$2.58M
2
+$1.63M
3
+$733K
4
ABNB icon
Airbnb
ABNB
+$706K
5
SMLR icon
Semler Scientific
SMLR
+$649K

Sector Composition

1 Technology 38.9%
2 Industrials 22.52%
3 Healthcare 12.6%
4 Communication Services 8.23%
5 Financials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.3%
1,371
+20
27
$2.25M 1.3%
2,202
+375
28
$2.21M 1.27%
35,312
-250
29
$2.14M 1.24%
21,356
-233
30
$2.09M 1.2%
12,490
-200
31
$1.96M 1.13%
21,115
-400
32
$1.67M 0.96%
7,328
33
$1.62M 0.93%
3,470
34
$1.62M 0.93%
24,510
35
$1.54M 0.89%
31,180
-200
36
$1.49M 0.86%
3,855
-130
37
$1.47M 0.85%
8,000
38
$1.43M 0.82%
5,546
-25
39
$1.33M 0.76%
20,560
-50
40
$1.32M 0.76%
7,610
41
$1.24M 0.71%
5,517
42
$1.18M 0.68%
3,598
-400
43
$1.18M 0.68%
6,825
44
$1.16M 0.67%
29,698
-1,000
45
$1.15M 0.66%
5,703
46
$1.06M 0.61%
2,400
47
$1.06M 0.61%
9,739
48
$1.04M 0.6%
+41,000
49
$1.03M 0.6%
28,975
+10,000
50
$948K 0.55%
13,235
1
2
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