LAI

Legal Advantage Investments Portfolio holdings

AUM $216M
1-Year Est. Return 31.56%
This Quarter Est. Return
1 Year Est. Return
+31.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$995K
4
AAPL icon
Apple
AAPL
+$944K
5
MELI icon
Mercado Libre
MELI
+$928K

Top Sells

1
+$1.52M
2
+$1.11M
3
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.6%
6,395
27
$3.38M 1.58%
8,329
+100
28
$3.1M 1.45%
6,191
-450
29
$3.01M 1.41%
26,110
+2,000
30
$2.72M 1.27%
32,900
-700
31
$2.47M 1.15%
13,471
-700
32
$2.28M 1.07%
12,590
33
$2.05M 0.96%
9,030
34
$1.74M 0.81%
7,298
35
$1.72M 0.81%
30,730
-1,150
36
$1.7M 0.8%
4,800
37
$1.65M 0.77%
3,535
-150
38
$1.61M 0.75%
8,300
39
$1.56M 0.73%
5,378
-225
40
$1.55M 0.73%
22,875
-210
41
$1.52M 0.71%
+4,350
42
$1.48M 0.69%
5,437
-34
43
$1.44M 0.67%
3,298
-200
44
$1.42M 0.66%
8,000
45
$1.39M 0.65%
2,471
46
$1.26M 0.59%
4,000
47
$1.25M 0.59%
15,400
48
$1.14M 0.53%
2,800
+800
49
$1.02M 0.48%
6,550
-200
50
$998K 0.47%
3,384
-50
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2
3 4 5