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
$150M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.5M
3
+$1.18M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.03M
5
FIS icon
Fidelity National Information Services
FIS
+$492K

Top Sells

1
+$2.66M
2
+$1.07M
3
+$692K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$651K
5
WBA
Walgreens Boots Alliance
WBA
+$306K

Sector Composition

1 Technology 36.21%
2 Industrials 25.2%
3 Healthcare 16.02%
4 Communication Services 7.54%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.25%
4,000
77
$365K 0.24%
3,000
78
$361K 0.24%
2,178
-100
79
$354K 0.24%
10,000
80
$347K 0.23%
1,800
-200
81
$344K 0.23%
4,800
82
$321K 0.21%
5,000
83
$304K 0.2%
6,800
84
$298K 0.2%
1,000
85
$291K 0.19%
4,557
-500
86
$279K 0.19%
4,000
87
$274K 0.18%
2,000
88
$256K 0.17%
5,015
89
$233K 0.16%
+3,000
90
$216K 0.14%
1,470
91
$203K 0.14%
+898
92
– –
-2,500
93
– –
-8,613
94
– –
-5,000
95
– –
-1,500
96
– –
-9,080
97
– –
-8,860
98
– –
-27,248
1 2 3
4