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
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$592K
3
+$459K
4
CB icon
Chubb
CB
+$441K
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$379K

Top Sells

1
+$780K
2
+$259K
3
+$248K
4
ADI icon
Analog Devices
ADI
+$36.1K
5
AAPL icon
Apple
AAPL
+$34.7K

Sector Composition

1 Technology 32.61%
2 Industrials 26.99%
3 Healthcare 16.43%
4 Communication Services 7.09%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$689K 0.57%
4,098
52
$670K 0.55%
5,050
+2,000
53
$631K 0.52%
19,119
54
$603K 0.5%
+2,465
55
$592K 0.49%
+700
56
$559K 0.46%
7,510
+2,800
57
$493K 0.41%
5,600
+600
58
$481K 0.4%
1,281
+1
59
$469K 0.39%
1
60
$465K 0.38%
73,562
-3,950
61
$459K 0.38%
+2,650
62
$444K 0.36%
4,000
63
$441K 0.36%
+2,000
64
$425K 0.35%
9,000
65
$424K 0.35%
5,950
66
$420K 0.35%
3,500
67
$402K 0.33%
2,278
68
$377K 0.31%
1,000
69
$375K 0.31%
7,675
70
$368K 0.3%
4,300
+1,000
71
$364K 0.3%
5,057
72
$362K 0.3%
4,100
73
$331K 0.27%
8,857
+2
74
$325K 0.27%
4,800
75
$322K 0.26%
17,205
-100
1 2
3
4