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
$174M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$779K
3
+$519K
4
WGS icon
GeneDx Holdings
WGS
+$518K
5
ASML icon
ASML
ASML
+$384K

Top Sells

1
+$2.58M
2
+$1.63M
3
+$733K
4
ABNB icon
Airbnb
ABNB
+$706K
5
SMLR icon
Semler Scientific
SMLR
+$649K

Sector Composition

1 Technology 38.9%
2 Industrials 22.52%
3 Healthcare 12.6%
4 Communication Services 8.23%
5 Financials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.49%
1,830
52
$853K 0.49%
3,250
53
$825K 0.48%
1,000
54
$779K 0.45%
+12,000
55
$754K 0.43%
2,600
56
$747K 0.43%
4,100
57
$719K 0.41%
1,231
58
$673K 0.39%
3,500
+1,500
59
$671K 0.39%
2,900
60
$666K 0.38%
2,130
+5
61
$636K 0.37%
3,500
62
$633K 0.36%
8,400
63
$612K 0.35%
1
64
$603K 0.35%
3,484
+118
65
$581K 0.33%
2,215
66
$578K 0.33%
10,118
67
$562K 0.32%
30,820
-200
68
$547K 0.32%
2,000
69
$532K 0.31%
5,000
70
$518K 0.3%
+19,800
71
$508K 0.29%
7,500
72
$507K 0.29%
2,950
+1,950
73
$495K 0.29%
4,000
74
$449K 0.26%
6,550
-650
75
$446K 0.26%
1,750
1 2
3
4 5