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
$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
TWLO icon
51
Twilio
TWLO
$20.7B
$995K 0.47%
+8,000
OKTA icon
52
Okta
OKTA
$16.1B
$954K 0.45%
9,540
+4,550
AXP icon
53
American Express
AXP
$248B
$909K 0.43%
2,850
TECH icon
54
Bio-Techne
TECH
$9.74B
$897K 0.42%
17,435
+5,000
KLAC icon
55
KLA
KLAC
$159B
$896K 0.42%
1,000
DHI icon
56
D.R. Horton
DHI
$43.9B
$825K 0.39%
6,400
-50
VRTX icon
57
Vertex Pharmaceuticals
VRTX
$109B
$823K 0.38%
1,848
RBRK icon
58
Rubrik
RBRK
$14.9B
$815K 0.38%
9,100
+5,000
ZBH icon
59
Zimmer Biomet
ZBH
$19.9B
$808K 0.38%
8,860
AMGN icon
60
Amgen
AMGN
$161B
$805K 0.38%
2,883
-225
MNDY icon
61
monday.com
MNDY
$10.6B
$755K 0.35%
2,400
+300
WMT icon
62
Walmart
WMT
$807B
$733K 0.34%
7,500
GD icon
63
General Dynamics
GD
$93.2B
$729K 0.34%
2,500
BRK.A icon
64
Berkshire Hathaway Class A
BRK.A
$1.03T
$729K 0.34%
1
GOOGL icon
65
Alphabet (Google) Class A
GOOGL
$3.39T
$723K 0.34%
4,100
MRK icon
66
Merck
MRK
$215B
$716K 0.33%
9,040
+5,040
WTW icon
67
Willis Towers Watson
WTW
$30B
$648K 0.3%
2,115
-50
FBIN icon
68
Fortune Brands Innovations
FBIN
$6.1B
$592K 0.28%
11,500
NTRA icon
69
Natera
NTRA
$27.3B
$591K 0.28%
+3,500
LRCX icon
70
Lam Research
LRCX
$198B
$581K 0.27%
5,973
FVRR icon
71
Fiverr
FVRR
$836M
$581K 0.27%
19,800
+6,000
BMA icon
72
Banco Macro
BMA
$5.78B
$551K 0.26%
7,850
CB icon
73
Chubb
CB
$109B
$507K 0.24%
1,750
BHP icon
74
BHP
BHP
$145B
$431K 0.2%
8,957
-400
PYPL icon
75
PayPal
PYPL
$64.8B
$420K 0.2%
5,650
-250
1 2
3
4 5