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
$216M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.07M
3
+$758K
4
CSCO icon
Cisco
CSCO
+$668K
5
CRDO icon
Credo Technology Group
CRDO
+$662K

Top Sells

1
+$1.93M
2
+$1.6M
3
+$1.02M
4
FIS icon
Fidelity National Information Services
FIS
+$1.02M
5
RBRK icon
Rubrik
RBRK
+$989K

Sector Composition

1 Technology 35.53%
2 Industrials 21.64%
3 Healthcare 14.66%
4 Communication Services 9.78%
5 Financials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
51
Lam Research
LRCX
$292B
$1.02M 0.47%
5,972
-1
CRDO icon
52
Credo Technology Group
CRDO
$22.6B
$1.02M 0.47%
7,100
+4,600
IBM icon
53
IBM
IBM
$287B
$1M 0.46%
3,384
MRK icon
54
Merck
MRK
$274B
$952K 0.44%
9,040
AMGN icon
55
Amgen
AMGN
$184B
$944K 0.44%
2,883
AXP icon
56
American Express
AXP
$243B
$943K 0.44%
2,550
-300
DHI icon
57
D.R. Horton
DHI
$43.1B
$922K 0.43%
6,400
ZS icon
58
Zscaler
ZS
$31.9B
$900K 0.42%
4,000
WMT icon
59
Walmart Inc
WMT
$950B
$836K 0.39%
7,500
GD icon
60
General Dynamics
GD
$94.9B
$808K 0.37%
2,400
-100
ZTS icon
61
Zoetis
ZTS
$55B
$771K 0.36%
6,125
-2,375
PYPL icon
62
PayPal
PYPL
$49.3B
$768K 0.36%
13,150
+7,500
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.04T
$755K 0.35%
1
CSCO icon
64
Cisco
CSCO
$309B
$668K 0.31%
+8,678
WTW icon
65
Willis Towers Watson
WTW
$30.4B
$662K 0.31%
2,015
-100
AMTM
66
Amentum Holdings
AMTM
$8.72B
$548K 0.25%
+18,900
CB icon
67
Chubb
CB
$122B
$546K 0.25%
1,750
TATT icon
68
TAT Technologies
TATT
$659M
$536K 0.25%
12,000
-300
FBIN icon
69
Fortune Brands Innovations
FBIN
$6.5B
$530K 0.25%
10,600
-200
BHP icon
70
BHP
BHP
$175B
$501K 0.23%
8,307
-550
JNJ icon
71
Johnson & Johnson
JNJ
$548B
$472K 0.22%
2,282
EBAY icon
72
eBay
EBAY
$41.2B
$467K 0.22%
5,363
-187
PHM icon
73
Pultegroup
PHM
$24.4B
$460K 0.21%
3,920
NTRA icon
74
Natera
NTRA
$32.2B
$458K 0.21%
+2,000
RIO icon
75
Rio Tinto
RIO
$182B
$424K 0.2%
5,300
-50
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3
4