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
$166M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$543K
3
+$539K
4
ORCL icon
Oracle
ORCL
+$485K
5
AMGN icon
Amgen
AMGN
+$461K

Top Sells

1
+$443K
2
+$400K
3
+$332K
4
INTU icon
Intuit
INTU
+$256K
5
TDG icon
TransDigm Group
TDG
+$223K

Sector Composition

1 Technology 36.05%
2 Industrials 25.32%
3 Healthcare 14.94%
4 Communication Services 7.53%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.5%
73,000
-1,100
52
$791K 0.48%
7,610
-100
53
$725K 0.44%
10,611
-580
54
$690K 0.41%
31,020
+100
55
$675K 0.41%
2,600
-300
56
$640K 0.38%
2,530
-120
57
$612K 0.37%
3,500
58
$612K 0.37%
17,105
-100
59
$599K 0.36%
4,426
-102
60
$585K 0.35%
4,300
61
$581K 0.35%
1,000
62
$573K 0.34%
4,100
63
$570K 0.34%
1,231
-25
64
$562K 0.34%
3,000
65
$543K 0.33%
+1
66
$539K 0.32%
+1,325
67
$534K 0.32%
2,215
-50
68
$528K 0.32%
9,025
69
$505K 0.3%
8,400
-200
70
$486K 0.29%
6,405
-20
71
$467K 0.28%
3,075
+75
72
$461K 0.28%
+1,600
73
$438K 0.26%
+2,000
74
$436K 0.26%
4,000
75
$434K 0.26%
5,200
+1,000
1 2
3
4 5