LAI

Legal Advantage Investments Portfolio holdings

AUM $194M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.21M
3
+$1.2M
4
GRAL
GRAIL Inc
GRAL
+$852K
5
V icon
Visa
V
+$643K

Top Sells

1
+$3.94M
2
+$1.84M
3
+$1.25M
4
KLAC icon
KLA
KLAC
+$1.22M
5
OKTA icon
Okta
OKTA
+$1.17M

Sector Composition

1 Technology 32.35%
2 Industrials 26%
3 Healthcare 13.2%
4 Communication Services 9.7%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
51
American Express
AXP
$218B
$923K 0.48%
3,050
+500
TECH icon
52
Bio-Techne
TECH
$8.61B
$916K 0.47%
17,535
DHI icon
53
D.R. Horton
DHI
$42.5B
$878K 0.45%
6,400
GD icon
54
General Dynamics
GD
$93.5B
$824K 0.43%
2,400
AMTM
55
Amentum Holdings
AMTM
$6.26B
$754K 0.39%
28,900
+10,000
ZTS icon
56
Zoetis
ZTS
$48B
$733K 0.38%
6,200
+75
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.02T
$718K 0.37%
1
WMT icon
58
Walmart Inc
WMT
$1.05T
$684K 0.35%
5,500
-2,000
CSCO icon
59
Cisco
CSCO
$363B
$656K 0.34%
8,452
-226
BHP icon
60
BHP
BHP
$201B
$604K 0.31%
8,307
TER icon
61
Teradyne
TER
$54.1B
$593K 0.31%
+2,000
CB icon
62
Chubb
CB
$127B
$570K 0.29%
1,750
JNJ icon
63
Johnson & Johnson
JNJ
$547B
$558K 0.29%
2,282
ZS icon
64
Zscaler
ZS
$22.5B
$544K 0.28%
3,875
-125
ALAB icon
65
Astera Labs
ALAB
$34.7B
$493K 0.25%
+4,500
RIO icon
66
Rio Tinto
RIO
$164B
$466K 0.24%
5,000
-300
PHM icon
67
Pultegroup
PHM
$22.7B
$461K 0.24%
3,920
PFE icon
68
Pfizer
PFE
$150B
$407K 0.21%
14,500
TRV icon
69
Travelers Companies
TRV
$64.8B
$365K 0.19%
1,252
-126
AFL icon
70
Aflac
AFL
$57.6B
$351K 0.18%
3,200
AZN icon
71
AstraZeneca
AZN
$287B
$343K 0.18%
1,737
-1,738
GSK icon
72
GSK
GSK
$103B
$339K 0.18%
6,150
IOT icon
73
Samsara
IOT
$17.7B
$317K 0.16%
+10,000
NOW icon
74
ServiceNow
NOW
$94B
$293K 0.15%
+2,800
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.02T
$271K 0.14%
566
-33
1 2
3
4