LAI
Legal Advantage Investments Portfolio holdings
AUM
$214M
1-Year Return
35.95%
This Quarter Return
+3.92%
1 Year Return
+35.95%
3 Year Return
+130.85%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$5.22M
(+4.1%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
41.42%
Holding
99
New
3
Increased
33
Reduced
7
Closed
25
Top Buys
| 1 |
Walt Disney
DIS
|
+$1.35M |
| 2 |
Schrodinger
SDGR
|
+$687K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$602K |
| 4 |
Tandem Diabetes Care
TNDM
|
+$441K |
| 5 |
Twilio
TWLO
|
+$327K |
Top Sells
| 1 |
DexCom
DXCM
|
+$860K |
| 2 |
ResMed
RMD
|
+$638K |
| 3 |
StoneCo
STNE
|
+$252K |
| 4 |
PagSeguro Digital
PAGS
|
+$228K |
| 5 |
VAR
Varian Medical Systems, Inc.
VAR
|
+$159K |
Sector Composition
| 1 | Technology | 29.02% |
| 2 | Industrials | 21.96% |
| 3 | Healthcare | 21.35% |
| 4 | Consumer Discretionary | 8.24% |
| 5 | Communication Services | 6.89% |
