LAI

Legal Advantage Investments Portfolio holdings

AUM $222M
1-Year Est. Return 37.95%
This Quarter Est. Return
1 Year Est. Return
+37.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.71M
3
+$610K
4
SE icon
Sea Limited
SE
+$573K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$263K

Top Sells

1
+$1.14M
2
+$940K
3
+$201K
4
CCS icon
Century Communities
CCS
+$200K
5
HSKA
Heska Corp
HSKA
+$103K

Sector Composition

1 Technology 30.24%
2 Healthcare 23.96%
3 Industrials 21.37%
4 Consumer Discretionary 7.18%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.18%
+5,000
77
$207K 0.14%
4,000
78
$175K 0.12%
5,000
79
– –
-3,000
80
– –
-4,700
81
– –
-2,800
82
– –
-3,000
1 2 3
4