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 | +$1.26M | |
| 2 | +$1.07M | |
| 3 | +$758K | |
| 4 |
Cisco
CSCO
|
+$668K |
| 5 |
Credo Technology Group
CRDO
|
+$662K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.6M | |
| 3 | +$1.02M | |
| 4 |
Fidelity National Information Services
FIS
|
+$1.02M |
| 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
$61.9B
| $400K | 0.19% |
1,378
-1
|
|
||
77
Pfizer
PFE
$150B
| $361K | 0.17% |
+14,500
|
|
||
78
Aflac
AFL
$58.2B
| $353K | 0.16% |
3,200
|
|
||
79
AstraZeneca
AZN
$288B
| $319K | 0.15% |
3,475
-75
|
|
||
80
GSK
GSK
$104B
| $302K | 0.14% |
6,150
|
|
||
81
Berkshire Hathaway Class B
BRK.B
$1.04T
| $301K | 0.14% |
599
-1
|
|
||
82
GE HealthCare
GEHC
$36B
| $232K | 0.11% |
2,830
|
|
||
83
Medtronic
MDT
$132B
| $225K | 0.1% |
2,346
|
|
||
84
Check Point Software Technologies
CHKP
$19.3B
| – | – |
-1,000
|
|
||
|
85
Fidelity National Information Services
FIS
$28.6B
| – | – |
-15,400
|
|
||
86
Fiverr
FVRR
$619M
| – | – |
-18,800
|
|
||
87
Hovnanian Enterprises
HOV
$671M
| – | – |
-1,950
|
|
||
88
Samsara
IOT
$16.2B
| – | – |
-9,700
|
|
||
89
monday.com
MNDY
$5.92B
| – | – |
-2,400
|
|
||
90
Ulta Beauty
ULTA
$28.7B
| – | – |
-3,535
|
|
||
|
91
Rubrik
RBRK
$11.2B
| – | – |
-12,025
|
|
||
|
NBIS
92
Nebius Group N.V.
NBIS
$21.5B
| – | – |
-6,700
|
|
||
|
XYZ
93
Block Inc
XYZ
$36.7B
| – | – |
-22,075
|
|