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
$140M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$209K
3
+$204K
4
MDT icon
Medtronic
MDT
+$201K
5
MELI icon
Mercado Libre
MELI
+$178K

Top Sells

1
+$638K
2
+$518K
3
+$218K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
ORCL icon
Oracle
ORCL
+$90.5K

Sector Composition

1 Technology 36.14%
2 Industrials 24.71%
3 Healthcare 16%
4 Communication Services 7.73%
5 Financials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.23%
3,000
77
$313K 0.22%
5,000
78
$308K 0.22%
4,550
-250
79
$307K 0.22%
4,000
80
$300K 0.21%
6,800
81
$269K 0.19%
2,000
82
$263K 0.19%
1,000
83
$261K 0.19%
1,673
-505
84
$246K 0.18%
1,470
85
$244K 0.17%
10,000
86
$222K 0.16%
3,000
87
$222K 0.16%
3,825
-732
88
$211K 0.15%
5,015
89
$209K 0.15%
+1,500
90
$204K 0.15%
+3,000
91
$201K 0.14%
+2,571
92
– –
-898
93
– –
-6,480
94
– –
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4