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
$23.7B
$413K 0.19%
3,920
-100
EBAY icon
77
eBay
EBAY
$37.8B
$413K 0.19%
5,550
-600
IOT icon
78
Samsara
IOT
$22B
$398K 0.19%
10,000
+2,000
TATT icon
79
TAT Technologies
TATT
$512M
$397K 0.19%
+13,000
BBAR icon
80
BBVA Argentina
BBAR
$3.76B
$395K 0.18%
24,000
TRV icon
81
Travelers Companies
TRV
$65.5B
$369K 0.17%
1,379
JNJ icon
82
Johnson & Johnson
JNJ
$502B
$349K 0.16%
2,282
-100
AFL icon
83
Aflac
AFL
$57.9B
$337K 0.16%
3,200
-400
ON icon
84
ON Semiconductor
ON
$21.9B
$322K 0.15%
6,150
-200
RIO icon
85
Rio Tinto
RIO
$126B
$312K 0.15%
5,350
-150
SUPV
86
Grupo Supervielle
SUPV
$1.07B
$303K 0.14%
28,645
VCYT icon
87
Veracyte
VCYT
$3.32B
$297K 0.14%
10,976
-330
BRK.B icon
88
Berkshire Hathaway Class B
BRK.B
$1.09T
$291K 0.14%
600
MDT icon
89
Medtronic
MDT
$126B
$249K 0.12%
2,856
AZN icon
90
AstraZeneca
AZN
$281B
$248K 0.12%
3,550
-200
CHKP icon
91
Check Point Software Technologies
CHKP
$20.2B
$221K 0.1%
+1,000
GEHC icon
92
GE HealthCare
GEHC
$37.6B
$210K 0.1%
2,830
TXN icon
93
Texas Instruments
TXN
$160B
$208K 0.1%
+1,000
HOV icon
94
Hovnanian Enterprises
HOV
$630M
$204K 0.1%
1,950
BMY icon
95
Bristol-Myers Squibb
BMY
$109B
– –
-3,891
HAL icon
96
Halliburton
HAL
$23.1B
– –
-12,500
INMD icon
97
InMode
INMD
$920M
– –
-56,020
LHX icon
98
L3Harris
LHX
$52.9B
– –
-5,317
LMT icon
99
Lockheed Martin
LMT
$109B
– –
-3,395
MCK icon
100
McKesson
MCK
$100B
– –
-1,201
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4
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