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
$182M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$643K
3
+$624K
4
BMA icon
Banco Macro
BMA
+$476K
5
PYPL icon
PayPal
PYPL
+$468K

Top Sells

1
+$3.4M
2
+$2.75M
3
+$392K
4
SDGR icon
Schrodinger
SDGR
+$125K
5
TDG icon
TransDigm Group
TDG
+$77.1K

Sector Composition

1 Technology 39.14%
2 Industrials 20.89%
3 Healthcare 11.78%
4 Communication Services 8.5%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.39%
12,490
27
$2.45M 1.35%
4,855
-135
28
$2.43M 1.34%
3,427
29
$2.03M 1.12%
20,565
-550
30
$2.02M 1.11%
2,427
+225
31
$2.01M 1.11%
3,445
-25
32
$1.96M 1.08%
24,510
33
$1.93M 1.06%
52,000
+11,000
34
$1.91M 1.05%
30,730
-450
35
$1.69M 0.93%
7,328
36
$1.58M 0.87%
9,110
+1,500
37
$1.52M 0.83%
5,546
38
$1.5M 0.82%
3,855
39
$1.46M 0.8%
34,500
+14,700
40
$1.4M 0.77%
3,598
41
$1.37M 0.76%
20,460
-100
42
$1.36M 0.75%
4,950
+1,700
43
$1.34M 0.74%
8,000
44
$1.31M 0.72%
6,725
-100
45
$1.31M 0.72%
5,517
46
$1.21M 0.67%
29,032
-666
47
$1.2M 0.66%
5,703
48
$1.19M 0.65%
2,400
49
$1.07M 0.59%
12,000
50
$1.06M 0.58%
13,235
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