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
$185M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$523K
3
+$497K
4
VST icon
Vistra
VST
+$493K
5
DIS icon
Walt Disney
DIS
+$394K

Top Sells

1
+$3.24M
2
+$1.8M
3
+$1.06M
4
SLB icon
SLB Ltd
SLB
+$791K
5
PTC icon
PTC
PTC
+$607K

Sector Composition

1 Technology 38.02%
2 Industrials 20.29%
3 Healthcare 13.46%
4 Financials 9.45%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$968K 0.52%
3,108
52
$896K 0.48%
1,848
+18
53
$854K 0.46%
3,434
54
$820K 0.44%
6,450
55
$808K 0.44%
1,201
56
$798K 0.43%
1
57
$794K 0.43%
4,000
58
$767K 0.41%
2,850
59
$732K 0.4%
2,165
-50
60
$729K 0.39%
12,435
61
$700K 0.38%
11,500
62
$681K 0.37%
2,500
63
$680K 0.37%
1,000
64
$676K 0.36%
2,000
65
$658K 0.36%
7,500
66
$634K 0.34%
4,100
67
$626K 0.34%
28,475
-100
68
$593K 0.32%
7,850
+50
69
$528K 0.29%
1,750
70
$525K 0.28%
4,990
+40
71
$511K 0.28%
2,100
+1,100
72
$454K 0.25%
9,357
-150
73
$435K 0.23%
24,000
74
$434K 0.23%
5,973
75
$417K 0.22%
6,150
-100
1 2
3
4 5