LAI
Legal Advantage Investments Portfolio holdings
AUM
$214M
1-Year Return
35.95%
This Quarter Return
+1.9%
1 Year Return
+35.95%
3 Year Return
+130.85%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
-$1.67M
(-1.1%)
Cap. Flow
-$183K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
41.85%
Holding
86
New
8
Increased
20
Reduced
32
Closed
8
Top Buys
| 1 |
ResMed
RMD
|
$937K |
| 2 |
Walt Disney
DIS
|
$620K |
| 3 |
Chegg
CHGG
|
$491K |
| 4 |
Vanguard Energy ETF
VDE
|
$486K |
| 5 |
PTC
PTC
|
$424K |
Top Sells
| 1 |
DocuSign
DOCU
|
$1.01M |
| 2 |
Mercado Libre
MELI
|
$740K |
| 3 |
ALLK
Allakos
ALLK
|
$736K |
| 4 |
Tandem Diabetes Care
TNDM
|
$716K |
| 5 |
Masimo
MASI
|
$670K |
Sector Composition
| 1 | Technology | 30.16% |
| 2 | Industrials | 23.52% |
| 3 | Healthcare | 22.24% |
| 4 | Communication Services | 6.81% |
| 5 | Consumer Discretionary | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
eBay
EBAY
$42.5B
| $259K | 0.18% |
3,900
-100
| -3% | -$6.64K |
|
77
PayPal
PYPL
$65.4B
| $255K | 0.17% |
1,350
-75
| -5% | -$14.2K |
|
78
UiPath
PATH
$5.81B
| $216K | 0.15% |
+5,000
| New | +$216K |
|
|
ALLK
79
DELISTED
Allakos
ALLK
| – | – |
-6,950
| Closed | -$736K |
|
|
80
DocuSign
DOCU
$15.4B
| – | – |
-3,925
| Closed | -$1.01M |
|
81
SPDR Gold MiniShares Trust
GLDM
$17.5B
| – | – |
-5,000
| Closed | -$175K |
|
82
LGI Homes
LGIH
$1.51B
| – | – |
-2,000
| Closed | -$284K |
|
|
83
Masimo
MASI
$7.77B
| – | – |
-2,475
| Closed | -$670K |
|
|
84
Mercado Libre
MELI
$123B
| – | – |
-441
| Closed | -$740K |
|
85
PagSeguro Digital
PAGS
$2.7B
| – | – |
-4,000
| Closed | -$207K |
|
|
86
Tandem Diabetes Care
TNDM
$837M
| – | – |
-6,000
| Closed | -$716K |
|