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
$140M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$209K
3
+$204K
4
MDT icon
Medtronic
MDT
+$201K
5
MELI icon
Mercado Libre
MELI
+$178K

Top Sells

1
+$638K
2
+$518K
3
+$218K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
ORCL icon
Oracle
ORCL
+$90.5K

Sector Composition

1 Technology 36.14%
2 Industrials 24.71%
3 Healthcare 16%
4 Communication Services 7.73%
5 Financials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.5%
2,650
52
$670K 0.48%
7,710
+200
53
$661K 0.47%
74,100
54
$641K 0.46%
2,900
55
$637K 0.45%
11,191
56
$605K 0.43%
4,528
-26
57
$590K 0.42%
4,300
58
$564K 0.4%
22,219
59
$546K 0.39%
1,256
60
$537K 0.38%
4,100
61
$530K 0.38%
9,025
+600
62
$496K 0.35%
3,500
63
$486K 0.35%
17,205
64
$486K 0.35%
5,600
65
$475K 0.34%
8,600
-400
66
$473K 0.34%
2,265
-200
67
$459K 0.33%
1,000
68
$448K 0.32%
3,000
-100
69
$412K 0.29%
4,000
70
$400K 0.29%
62,360
-10,902
71
$400K 0.29%
7,500
72
$390K 0.28%
4,200
+200
73
$385K 0.28%
6,050
+100
74
$376K 0.27%
6,425
75
$375K 0.27%
1,800
1 2
3
4