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
$222M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$597K
4
PANW icon
Palo Alto Networks
PANW
+$534K
5
TDG icon
TransDigm Group
TDG
+$507K

Top Sells

1
+$3.71M
2
+$1.02M
3
+$823K
4
ZBH icon
Zimmer Biomet
ZBH
+$808K
5
NTRA icon
Natera
NTRA
+$591K

Sector Composition

1 Technology 38.19%
2 Industrials 20%
3 Healthcare 12.73%
4 Communication Services 10.24%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
51
D.R. Horton
DHI
$41.2B
$1.08M 0.49%
6,400
KLAC icon
52
KLA
KLAC
$194B
$1.08M 0.49%
1,000
FIS icon
53
Fidelity National Information Services
FIS
$25.9B
$1.02M 0.46%
15,400
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$3.76T
$997K 0.45%
4,100
RBRK icon
55
Rubrik
RBRK
$10.4B
$989K 0.45%
12,025
+2,925
TECH icon
56
Bio-Techne
TECH
$7.64B
$975K 0.44%
17,535
+100
IBM icon
57
IBM
IBM
$240B
$955K 0.43%
3,384
AXP icon
58
American Express
AXP
$206B
$947K 0.43%
2,850
GD icon
59
General Dynamics
GD
$95.8B
$853K 0.38%
2,500
AMGN icon
60
Amgen
AMGN
$195B
$814K 0.37%
2,883
TWLO icon
61
Twilio
TWLO
$19.2B
$801K 0.36%
8,000
LRCX icon
62
Lam Research
LRCX
$283B
$800K 0.36%
5,973
WMT icon
63
Walmart Inc
WMT
$997B
$773K 0.35%
7,500
MRK icon
64
Merck
MRK
$286B
$759K 0.34%
9,040
BRK.A icon
65
Berkshire Hathaway Class A
BRK.A
$1.06T
$754K 0.34%
1
NBIS
66
Nebius Group N.V.
NBIS
$29.4B
$752K 0.34%
+6,700
WTW icon
67
Willis Towers Watson
WTW
$27.6B
$731K 0.33%
2,115
FBIN icon
68
Fortune Brands Innovations
FBIN
$5.27B
$577K 0.26%
10,800
-700
TATT icon
69
TAT Technologies
TATT
$791M
$542K 0.24%
12,300
-700
PHM icon
70
Pultegroup
PHM
$23.5B
$518K 0.23%
3,920
EBAY icon
71
eBay
EBAY
$41.9B
$505K 0.23%
5,550
CB icon
72
Chubb
CB
$129B
$494K 0.22%
1,750
BHP icon
73
BHP
BHP
$179B
$494K 0.22%
8,857
-100
MNDY icon
74
monday.com
MNDY
$3.88B
$465K 0.21%
2,400
FVRR icon
75
Fiverr
FVRR
$386M
$459K 0.21%
18,800
-1,000
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3
4