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
$107M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.25M
3
+$780K
4
MA icon
Mastercard
MA
+$682K
5
ASML icon
ASML
ASML
+$473K

Top Sells

1
+$939K
2
+$238K
3
+$225K
4
WYNN icon
Wynn Resorts
WYNN
+$17.6K

Sector Composition

1 Technology 33.32%
2 Industrials 24.67%
3 Healthcare 17.3%
4 Communication Services 8.07%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.22%
2,000
77
$231K 0.22%
+1,000
78
$231K 0.22%
+2,500
79
$225K 0.21%
+4,000
80
$215K 0.2%
4,015
81
– –
-45,252
82
– –
-500
83
– –
-3,500
1 2 3
4