LAI

Legal Advantage Investments Portfolio holdings

AUM $216M
1-Year Est. Return 31.56%
This Quarter Est. Return
1 Year Est. Return
+31.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$995K
4
AAPL icon
Apple
AAPL
+$944K
5
MELI icon
Mercado Libre
MELI
+$928K

Top Sells

1
+$1.52M
2
+$1.11M
3
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$995K 0.47%
+8,000
52
$954K 0.45%
9,540
+4,550
53
$909K 0.43%
2,850
54
$897K 0.42%
17,435
+5,000
55
$896K 0.42%
1,000
56
$825K 0.39%
6,400
-50
57
$823K 0.38%
1,848
58
$815K 0.38%
9,100
+5,000
59
$808K 0.38%
8,860
60
$805K 0.38%
2,883
-225
61
$755K 0.35%
2,400
+300
62
$733K 0.34%
7,500
63
$729K 0.34%
2,500
64
$729K 0.34%
1
65
$723K 0.34%
4,100
66
$716K 0.33%
9,040
+5,040
67
$648K 0.3%
2,115
-50
68
$592K 0.28%
11,500
69
$591K 0.28%
+3,500
70
$581K 0.27%
5,973
71
$581K 0.27%
19,800
+6,000
72
$551K 0.26%
7,850
73
$507K 0.24%
1,750
74
$431K 0.2%
8,957
-400
75
$420K 0.2%
5,650
-250
1 2
3
4 5