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
$182M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$643K
3
+$624K
4
BMA icon
Banco Macro
BMA
+$476K
5
PYPL icon
PayPal
PYPL
+$468K

Top Sells

1
+$3.4M
2
+$2.75M
3
+$392K
4
SDGR icon
Schrodinger
SDGR
+$125K
5
TDG icon
TransDigm Group
TDG
+$77.1K

Sector Composition

1 Technology 39.14%
2 Industrials 20.89%
3 Healthcare 11.78%
4 Communication Services 8.5%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.57%
9,560
-179
52
$1.01M 0.55%
3,130
+1,000
53
$851K 0.47%
1,830
54
$842K 0.46%
28,975
55
$786K 0.43%
2,900
56
$786K 0.43%
2,600
57
$777K 0.43%
4,075
+1,000
58
$774K 0.43%
1,000
59
$770K 0.42%
3,484
60
$704K 0.39%
8,400
61
$691K 0.38%
1
62
$684K 0.38%
4,000
+500
63
$680K 0.37%
4,100
64
$652K 0.36%
2,215
65
$632K 0.35%
3,500
66
$606K 0.33%
9,757
-361
67
$606K 0.33%
7,500
68
$594K 0.33%
1,201
-30
69
$583K 0.32%
2,000
70
$577K 0.32%
4,020
+1,000
71
$522K 0.29%
30,820
72
$512K 0.28%
2,950
73
$505K 0.28%
1,750
74
$476K 0.26%
+7,500
75
$476K 0.26%
6,550
1 2
3
4 5