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
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$592K
3
+$459K
4
CB icon
Chubb
CB
+$441K
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$379K

Top Sells

1
+$780K
2
+$259K
3
+$248K
4
ADI icon
Analog Devices
ADI
+$36.1K
5
AAPL icon
Apple
AAPL
+$34.7K

Sector Composition

1 Technology 32.61%
2 Industrials 26.99%
3 Healthcare 16.43%
4 Communication Services 7.09%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.24%
4,000
77
$282K 0.23%
6,800
78
$267K 0.22%
+3,000
79
$264K 0.22%
1,000
80
$261K 0.21%
2,500
81
$249K 0.21%
+4,000
82
$241K 0.2%
4,925
83
$229K 0.19%
2,000
84
$228K 0.19%
+1,162
85
$223K 0.18%
4,015
86
$219K 0.18%
+15,000
87
$210K 0.17%
+5,000
88
$201K 0.17%
+7,600
89
– –
-13,500
90
– –
-1,570
1 2 3
4