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
$133M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$848K
3
+$753K
4
META icon
Meta Platforms (Facebook)
META
+$578K
5
SHOP icon
Shopify
SHOP
+$358K

Top Sells

1
+$1.4M
2
+$800K
3
+$716K
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$668K
5
ATVI
Activision Blizzard
ATVI
+$373K

Sector Composition

1 Technology 29.73%
2 Industrials 25.01%
3 Healthcare 21.15%
4 Communication Services 7.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.53%
22,363
+503
52
$699K 0.53%
2,900
53
$654K 0.49%
7,912
54
$626K 0.47%
4,098
+498
55
$590K 0.44%
17,305
-25
56
$564K 0.42%
3,425
+15
57
$559K 0.42%
4,000
58
$547K 0.41%
77,512
-500
59
$534K 0.4%
3,918
+398
60
$529K 0.4%
1
61
$478K 0.36%
5,950
-250
62
$475K 0.36%
5,925
-25
63
$419K 0.32%
37,000
-1,000
64
$377K 0.28%
3,500
65
$336K 0.25%
4,598
+198
66
$328K 0.25%
4,000
67
$323K 0.24%
+3,015
68
$318K 0.24%
4,800
69
$302K 0.23%
8,000
-1,000
70
$270K 0.2%
+3,500
71
$266K 0.2%
5,190
72
$261K 0.2%
+2,520
73
$251K 0.19%
2,000
+500
74
$246K 0.19%
+9,000
75
$243K 0.18%
+1,070
1 2
3
4