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
$150M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.5M
3
+$1.18M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.03M
5
FIS icon
Fidelity National Information Services
FIS
+$492K

Top Sells

1
+$2.66M
2
+$1.07M
3
+$692K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$651K
5
WBA
Walgreens Boots Alliance
WBA
+$306K

Sector Composition

1 Technology 36.21%
2 Industrials 25.2%
3 Healthcare 16.02%
4 Communication Services 7.54%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.54%
3,400
52
$784K 0.52%
4,098
53
$758K 0.51%
7,510
54
$668K 0.45%
11,191
55
$658K 0.44%
74,100
-1,300
56
$657K 0.44%
2,650
57
$656K 0.44%
73,262
-300
58
$638K 0.43%
6,480
-3,088
59
$637K 0.42%
8,425
+750
60
$624K 0.42%
2,900
61
$583K 0.39%
22,219
-400
62
$581K 0.39%
2,465
63
$551K 0.37%
4,300
64
$540K 0.36%
3,100
+1,000
65
$537K 0.36%
1,256
-25
66
$518K 0.35%
1
67
$498K 0.33%
3,500
68
$492K 0.33%
+9,000
69
$491K 0.33%
4,100
70
$485K 0.32%
1,000
71
$467K 0.31%
5,600
72
$462K 0.31%
4,000
73
$409K 0.27%
6,425
74
$393K 0.26%
7,500
-1,500
75
$380K 0.25%
5,950
1 2
3
4