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
$185M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$523K
3
+$497K
4
VST icon
Vistra
VST
+$493K
5
DIS icon
Walt Disney
DIS
+$394K

Top Sells

1
+$3.24M
2
+$1.8M
3
+$1.06M
4
SLB icon
SLB Ltd
SLB
+$791K
5
PTC icon
PTC
PTC
+$607K

Sector Composition

1 Technology 38.02%
2 Industrials 20.29%
3 Healthcare 13.46%
4 Financials 9.45%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.45%
6,395
+100
27
$2.65M 1.43%
18,946
-800
28
$2.48M 1.34%
3,750
+578
29
$2.47M 1.33%
22,796
30
$2.3M 1.24%
24,110
-100
31
$2.18M 1.18%
12,590
+200
32
$2.07M 1.12%
31,880
+1,750
33
$2.06M 1.11%
14,171
34
$1.68M 0.91%
4,800
35
$1.52M 0.82%
3,395
36
$1.5M 0.81%
9,030
+20
37
$1.47M 0.79%
7,298
38
$1.47M 0.79%
5,471
-25
39
$1.37M 0.74%
5,603
-50
40
$1.35M 0.73%
2,471
41
$1.35M 0.73%
3,685
-45
42
$1.25M 0.68%
23,085
-75
43
$1.25M 0.67%
8,000
44
$1.18M 0.64%
3,498
-100
45
$1.15M 0.62%
15,400
+7,000
46
$1.11M 0.6%
5,317
47
$1.11M 0.6%
6,750
+15
48
$1M 0.54%
8,860
-300
49
$994K 0.54%
56,020
+28,000
50
$975K 0.53%
8,300
+4,200
1
2
3 4 5