LAI
Legal Advantage Investments Portfolio holdings
AUM
$216M
1-Year Est. Return
31.56%
This Fund
S&P 500
1 Year Est. Return
+31.56%
AUM
$216M
AUM Growth
-$6.12M
(-2.8%)
Holding
93
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.08M | |
| 3 | +$709K | |
| 4 |
Credo Technology Group
CRDO
|
+$707K |
| 5 |
Cisco
CSCO
|
+$644K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.6M | |
| 3 | +$1.02M | |
| 4 |
Intuit
INTU
|
+$1.01M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Travelers Companies
TRV
$65.9B
| $400K | 0.19% |
1,378
-1
|
|
||
77
Pfizer
PFE
$156B
| $361K | 0.17% |
+14,500
|
|
||
78
Aflac
AFL
$56.3B
| $353K | 0.16% |
3,200
|
|
||
79
AstraZeneca
AZN
$297B
| $319K | 0.15% |
3,475
-75
|
|
||
80
GSK
GSK
$107B
| $302K | 0.14% |
6,150
|
|
||
81
Berkshire Hathaway Class B
BRK.B
$1.06T
| $301K | 0.14% |
599
-1
|
|
||
82
GE HealthCare
GEHC
$32.9B
| $232K | 0.11% |
2,830
|
|
||
83
Medtronic
MDT
$114B
| $225K | 0.1% |
2,346
|
|
||
84
Check Point Software Technologies
CHKP
$16.4B
| – | – |
-1,000
|
|
||
85
Fidelity National Information Services
FIS
$25.9B
| – | – |
-15,400
|
|
||
86
Fiverr
FVRR
$386M
| – | – |
-18,800
|
|
||
87
Hovnanian Enterprises
HOV
$639M
| – | – |
-1,950
|
|
||
88
Samsara
IOT
$19.5B
| – | – |
-9,700
|
|
||
89
monday.com
MNDY
$3.84B
| – | – |
-2,400
|
|
||
90
Ulta Beauty
ULTA
$23.2B
| – | – |
-3,535
|
|
||
|
91
Rubrik
RBRK
$10.4B
| – | – |
-12,025
|
|
||
|
NBIS
92
Nebius Group N.V.
NBIS
$29.4B
| – | – |
-6,700
|
|
||
|
XYZ
93
Block Inc
XYZ
$35.8B
| – | – |
-22,075
|
|