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
$182M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$643K
3
+$624K
4
BMA icon
Banco Macro
BMA
+$476K
5
PYPL icon
PayPal
PYPL
+$468K

Top Sells

1
+$3.4M
2
+$2.75M
3
+$392K
4
SDGR icon
Schrodinger
SDGR
+$125K
5
TDG icon
TransDigm Group
TDG
+$77.1K

Sector Composition

1 Technology 39.14%
2 Industrials 20.89%
3 Healthcare 11.78%
4 Communication Services 8.5%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.26%
+6,000
77
$454K 0.25%
4,000
78
$426K 0.23%
6,650
79
$425K 0.23%
3,800
80
$409K 0.22%
+2,000
81
$408K 0.22%
5,000
82
$406K 0.22%
5,700
83
$362K 0.2%
14,000
84
$323K 0.18%
4,150
-200
85
$286K 0.16%
3,250
86
$284K 0.16%
3,030
87
$273K 0.15%
2,650
88
$259K 0.14%
1,578
89
$259K 0.14%
1,596
-77
90
$249K 0.14%
+24,000
91
$243K 0.13%
+898
92
$234K 0.13%
1,000
93
$230K 0.13%
500
94
$230K 0.13%
2,000
95
$229K 0.13%
2,546
96
$215K 0.12%
7,400
-100
97
$207K 0.11%
+1,000
98
$204K 0.11%
+28,645
99
$190K 0.1%
10,225
-6,730
100
– –
-42,840
1 2 3
4
5