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
$136M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.08M
3
+$884K
4
FNF icon
Fidelity National Financial
FNF
+$880K
5
PANW icon
Palo Alto Networks
PANW
+$609K

Top Sells

1
+$2.04M
2
+$908K
3
+$708K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$521K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$204K

Sector Composition

1 Technology 35.11%
2 Industrials 25.26%
3 Healthcare 15.96%
4 Communication Services 7.92%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.26%
5,057
77
$346K 0.25%
+2,100
78
$335K 0.25%
+10,000
79
$333K 0.24%
4,800
80
$329K 0.24%
4,000
81
$306K 0.22%
8,860
+3
82
$302K 0.22%
2,000
83
$302K 0.22%
6,800
84
$293K 0.22%
3,000
85
$292K 0.21%
5,015
+1,000
86
$280K 0.21%
1,000
87
$265K 0.19%
5,000
88
$258K 0.19%
4,000
89
$232K 0.17%
2,500
90
$219K 0.16%
+5,000
91
$215K 0.16%
+1,500
92
$202K 0.15%
+1,470
93
– –
-24,722
94
– –
-22,121
95
– –
-3,400
96
– –
-7,600
1 2 3
4