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
$189M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$595K
3
+$565K
4
ASML icon
ASML
ASML
+$516K
5
OKTA icon
Okta
OKTA
+$390K

Top Sells

1
+$662K
2
+$405K
3
+$285K
4
CCS icon
Century Communities
CCS
+$273K
5
LEN.B icon
Lennar Class B
LEN.B
+$259K

Sector Composition

1 Technology 39.71%
2 Industrials 19.27%
3 Healthcare 11.26%
4 Communication Services 9.09%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.38%
6,295
+1,440
27
$2.6M 1.37%
34,300
-600
28
$2.57M 1.36%
24,210
-300
29
$2.44M 1.29%
21,127
+6
30
$2.44M 1.29%
12,390
-100
31
$2.3M 1.22%
14,171
-549
32
$2.2M 1.16%
3,172
+745
33
$1.97M 1.04%
23,160
+2,700
34
$1.84M 0.97%
5,496
-50
35
$1.8M 0.95%
19,965
-600
36
$1.78M 0.94%
9,010
-100
37
$1.69M 0.89%
30,130
-600
38
$1.65M 0.87%
3,395
-50
39
$1.62M 0.86%
3,730
-125
40
$1.55M 0.82%
7,298
-30
41
$1.52M 0.81%
8,000
42
$1.52M 0.8%
4,800
-150
43
$1.36M 0.72%
5,653
-50
44
$1.33M 0.7%
3,598
45
$1.3M 0.69%
2,471
+71
46
$1.12M 0.59%
5,317
-200
47
$1.1M 0.58%
6,735
+10
48
$1.06M 0.56%
28,232
-800
49
$968K 0.51%
9,160
-400
50
$902K 0.48%
6,450
+2,375
1
2
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