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
$133M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$848K
3
+$753K
4
META icon
Meta Platforms (Facebook)
META
+$578K
5
SHOP icon
Shopify
SHOP
+$358K

Top Sells

1
+$1.4M
2
+$800K
3
+$716K
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$668K
5
ATVI
Activision Blizzard
ATVI
+$373K

Sector Composition

1 Technology 29.73%
2 Industrials 25.01%
3 Healthcare 21.15%
4 Communication Services 7.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.16%
+3,300
77
$218K 0.16%
3,800
-100
78
$216K 0.16%
1,800
79
$212K 0.16%
4,175
-4,675
80
– –
-11,172
81
– –
-5,600
82
– –
-1,350
83
– –
-2,218
84
– –
-5,000
85
– –
-2,220
1 2 3
4