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
$214M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$995K
4
AAPL icon
Apple
AAPL
+$944K
5
MELI icon
Mercado Libre
MELI
+$928K

Top Sells

1
+$1.52M
2
+$1.11M
3
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHM icon
76
Pultegroup
PHM
$23.4B
$413K 0.19%
3,920
-100
EBAY icon
77
eBay
EBAY
$36.8B
$413K 0.19%
5,550
-600
IOT icon
78
Samsara
IOT
$23B
$398K 0.19%
10,000
+2,000
TATT icon
79
TAT Technologies
TATT
$544M
$397K 0.19%
+13,000
BBAR icon
80
BBVA Argentina
BBAR
$3.38B
$395K 0.18%
24,000
TRV icon
81
Travelers Companies
TRV
$59.9B
$369K 0.17%
1,379
JNJ icon
82
Johnson & Johnson
JNJ
$455B
$349K 0.16%
2,282
-100
AFL icon
83
Aflac
AFL
$57.3B
$337K 0.16%
3,200
-400
ON icon
84
ON Semiconductor
ON
$20.5B
$322K 0.15%
6,150
-200
RIO icon
85
Rio Tinto
RIO
$117B
$312K 0.15%
5,350
-150
SUPV
86
Grupo Supervielle
SUPV
$1.09B
$303K 0.14%
28,645
VCYT icon
87
Veracyte
VCYT
$2.84B
$297K 0.14%
10,976
-330
BRK.B icon
88
Berkshire Hathaway Class B
BRK.B
$1.03T
$291K 0.14%
600
MDT icon
89
Medtronic
MDT
$116B
$249K 0.12%
2,856
AZN icon
90
AstraZeneca
AZN
$255B
$248K 0.12%
3,550
-200
CHKP icon
91
Check Point Software Technologies
CHKP
$21B
$221K 0.1%
+1,000
GEHC icon
92
GE HealthCare
GEHC
$34.1B
$210K 0.1%
2,830
TXN icon
93
Texas Instruments
TXN
$147B
$208K 0.1%
+1,000
HOV icon
94
Hovnanian Enterprises
HOV
$708M
$204K 0.1%
1,950
GRAL
95
GRAIL Inc
GRAL
$3.31B
– –
-14,000
SPT icon
96
Sprout Social
SPT
$604M
– –
-28,475
MCK icon
97
McKesson
MCK
$101B
– –
-1,201
LMT icon
98
Lockheed Martin
LMT
$114B
– –
-3,395
LHX icon
99
L3Harris
LHX
$54.1B
– –
-5,317
INMD icon
100
InMode
INMD
$934M
– –
-56,020
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