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
$136M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.08M
3
+$884K
4
FNF icon
Fidelity National Financial
FNF
+$880K
5
PANW icon
Palo Alto Networks
PANW
+$609K

Top Sells

1
+$2.04M
2
+$908K
3
+$708K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$521K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$204K

Sector Composition

1 Technology 35.11%
2 Industrials 25.26%
3 Healthcare 15.96%
4 Communication Services 7.92%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.52%
11,191
52
$699K 0.51%
7,510
53
$694K 0.51%
25,000
+10,000
54
$692K 0.51%
9,080
-2,675
55
$662K 0.49%
2,900
56
$651K 0.48%
8,613
-6,900
57
$606K 0.45%
22,619
+3,500
58
$605K 0.44%
2,650
59
$573K 0.42%
2,465
60
$572K 0.42%
5,600
61
$535K 0.39%
4,300
62
$510K 0.37%
7,675
63
$466K 0.34%
1
64
$456K 0.33%
1,281
65
$455K 0.33%
73,562
66
$453K 0.33%
17,205
67
$449K 0.33%
3,500
68
$442K 0.32%
9,000
69
$428K 0.31%
6,425
+1,500
70
$426K 0.31%
4,000
71
$425K 0.31%
4,100
72
$408K 0.3%
5,950
73
$399K 0.29%
1,000
74
$388K 0.29%
2,000
75
$353K 0.26%
2,278
1 2
3
4