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
$149M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.71M
3
+$610K
4
SE icon
Sea Limited
SE
+$573K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$263K

Top Sells

1
+$1.14M
2
+$940K
3
+$201K
4
CCS icon
Century Communities
CCS
+$200K
5
HSKA
Heska Corp
HSKA
+$103K

Sector Composition

1 Technology 30.24%
2 Healthcare 23.96%
3 Industrials 21.37%
4 Consumer Discretionary 7.18%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$732K 0.49%
13,380
+2,350
52
$716K 0.48%
6,000
+1,000
53
$690K 0.46%
2,000
54
$689K 0.46%
7,911
+1
55
$670K 0.45%
2,475
56
$668K 0.45%
10,500
57
$622K 0.42%
3,600
-50
58
$610K 0.41%
+5,000
59
$576K 0.39%
3,520
60
$573K 0.38%
+1,800
61
$568K 0.38%
2,900
62
$566K 0.38%
11,172
+13
63
$548K 0.37%
21,856
+3
64
$533K 0.36%
4,000
65
$510K 0.34%
1,718
66
$441K 0.3%
5,700
67
$440K 0.3%
38,000
68
$414K 0.28%
6,200
69
$411K 0.28%
1
70
$371K 0.25%
1,425
-75
71
$325K 0.22%
2,219
+2
72
$296K 0.2%
4,000
73
$288K 0.19%
4,800
74
$284K 0.19%
2,000
75
$279K 0.19%
4,000
1 2
3
4