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
$147M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$620K
3
+$491K
4
VDE icon
Vanguard Energy ETF
VDE
+$486K
5
PTC icon
PTC
PTC
+$424K

Top Sells

1
+$1.01M
2
+$740K
3
+$736K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$716K
5
MASI icon
Masimo
MASI
+$670K

Sector Composition

1 Technology 30.16%
2 Industrials 23.52%
3 Healthcare 22.24%
4 Communication Services 6.81%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$737K 0.5%
3,400
-100
52
$727K 0.49%
3,600
53
$711K 0.48%
2,000
54
$690K 0.47%
7,912
+1
55
$668K 0.45%
11,172
56
$605K 0.41%
2,900
57
$604K 0.41%
17,330
+3,950
58
$579K 0.39%
4,000
59
$557K 0.38%
3,520
60
$540K 0.37%
5,950
+950
61
$537K 0.36%
21,860
+4
62
$456K 0.31%
38,000
63
$451K 0.31%
1
64
$424K 0.29%
+3,500
65
$415K 0.28%
6,200
66
$404K 0.27%
+1,200
67
$403K 0.27%
1,800
68
$373K 0.25%
5,600
-100
69
$342K 0.23%
+1,500
70
$330K 0.22%
2,220
+1
71
$307K 0.21%
+4,000
72
$280K 0.19%
4,800
73
$274K 0.19%
+4,400
74
$272K 0.18%
+9,000
75
$267K 0.18%
5,190
+190
1 2
3
4