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
$189M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$595K
3
+$565K
4
ASML icon
ASML
ASML
+$516K
5
OKTA icon
Okta
OKTA
+$390K

Top Sells

1
+$662K
2
+$405K
3
+$285K
4
CCS icon
Century Communities
CCS
+$273K
5
LEN.B icon
Lennar Class B
LEN.B
+$259K

Sector Composition

1 Technology 39.71%
2 Industrials 19.27%
3 Healthcare 11.26%
4 Communication Services 9.09%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.25%
9,507
-250
77
$457K 0.24%
24,000
78
$438K 0.23%
13,800
-200
79
$438K 0.23%
4,020
80
$433K 0.23%
28,645
81
$431K 0.23%
5,973
+973
82
$407K 0.22%
6,450
-100
83
$398K 0.21%
4,000
84
$390K 0.21%
+4,950
85
$387K 0.2%
6,250
-400
86
$375K 0.2%
2,596
+1,000
87
$372K 0.2%
3,600
-200
88
$340K 0.18%
+12,500
89
$332K 0.18%
1,379
+379
90
$323K 0.17%
5,500
-200
91
$272K 0.14%
600
+100
92
$261K 0.14%
1,950
-50
93
$259K 0.14%
3,950
-200
94
$250K 0.13%
+6,306
95
$244K 0.13%
3,150
-100
96
$235K 0.12%
+1,000
97
$232K 0.12%
2,906
+360
98
$232K 0.12%
1,236
+236
99
$221K 0.12%
2,830
-200
100
$220K 0.12%
+3,891
1 2 3
4
5