LAI

Legal Advantage Investments Portfolio holdings

AUM $194M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.08M
3
+$709K
4
CRDO icon
Credo Technology Group
CRDO
+$707K
5
CSCO icon
Cisco
CSCO
+$644K

Top Sells

1
+$1.93M
2
+$1.6M
3
+$1.02M
4
INTU icon
Intuit
INTU
+$1.01M
5
RBRK icon
Rubrik
RBRK
+$989K

Sector Composition

1 Technology 35.53%
2 Industrials 21.64%
3 Healthcare 14.66%
4 Communication Services 9.78%
5 Financials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
51
Lam Research
LRCX
$321B
$1.02M 0.47%
5,972
-1
CRDO icon
52
Credo Technology Group
CRDO
$34B
$1.02M 0.47%
7,100
+4,600
IBM icon
53
IBM
IBM
$218B
$1M 0.46%
3,384
MRK icon
54
Merck
MRK
$277B
$952K 0.44%
9,040
AMGN icon
55
Amgen
AMGN
$178B
$944K 0.44%
2,883
AXP icon
56
American Express
AXP
$218B
$943K 0.44%
2,550
-300
DHI icon
57
D.R. Horton
DHI
$42.5B
$922K 0.43%
6,400
ZS icon
58
Zscaler
ZS
$22.5B
$900K 0.42%
4,000
WMT icon
59
Walmart Inc
WMT
$1.05T
$836K 0.39%
7,500
GD icon
60
General Dynamics
GD
$93.5B
$808K 0.37%
2,400
-100
ZTS icon
61
Zoetis
ZTS
$48B
$771K 0.36%
6,125
-2,375
PYPL icon
62
PayPal
PYPL
$45.4B
$768K 0.36%
13,150
+7,500
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.02T
$755K 0.35%
1
CSCO icon
64
Cisco
CSCO
$363B
$668K 0.31%
+8,678
WTW icon
65
Willis Towers Watson
WTW
$24.2B
$662K 0.31%
2,015
-100
AMTM
66
Amentum Holdings
AMTM
$6.26B
$548K 0.25%
+18,900
CB icon
67
Chubb
CB
$127B
$546K 0.25%
1,750
TATT icon
68
TAT Technologies
TATT
$475M
$536K 0.25%
12,000
-300
FBIN icon
69
Fortune Brands Innovations
FBIN
$4.78B
$530K 0.25%
10,600
-200
BHP icon
70
BHP
BHP
$201B
$501K 0.23%
8,307
-550
JNJ icon
71
Johnson & Johnson
JNJ
$547B
$472K 0.22%
2,282
EBAY icon
72
eBay
EBAY
$46.2B
$467K 0.22%
5,363
-187
PHM icon
73
Pultegroup
PHM
$22.7B
$460K 0.21%
3,920
NTRA icon
74
Natera
NTRA
$29.6B
$458K 0.21%
+2,000
RIO icon
75
Rio Tinto
RIO
$164B
$424K 0.2%
5,300
-50
1 2
3
4