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
$107M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.25M
3
+$780K
4
MA icon
Mastercard
MA
+$682K
5
ASML icon
ASML
ASML
+$473K

Top Sells

1
+$939K
2
+$238K
3
+$225K
4
WYNN icon
Wynn Resorts
WYNN
+$17.6K

Sector Composition

1 Technology 33.32%
2 Industrials 24.67%
3 Healthcare 17.3%
4 Communication Services 8.07%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.56%
4,098
52
$555K 0.52%
11,091
+13
53
$473K 0.44%
+1,140
54
$439K 0.41%
3,050
+1,050
55
$435K 0.41%
+1,280
56
$432K 0.4%
17,305
57
$406K 0.38%
1
58
$400K 0.37%
5,000
59
$392K 0.37%
+4,100
60
$389K 0.36%
+9,000
61
$377K 0.35%
7,675
62
$372K 0.35%
+2,278
63
$366K 0.34%
3,500
64
$360K 0.34%
5,057
+459
65
$347K 0.33%
+3,300
66
$344K 0.32%
4,000
67
$341K 0.32%
4,925
68
$328K 0.31%
5,950
69
$323K 0.3%
+4,710
70
$303K 0.28%
1,000
71
$283K 0.27%
77,512
72
$278K 0.26%
8,855
+3
73
$263K 0.25%
4,800
74
$259K 0.24%
1,570
75
$250K 0.23%
+6,800
1 2
3
4