LAI

Legal Advantage Investments Portfolio holdings

AUM $216M
1-Year Est. Return 31.56%
This Quarter Est. Return
1 Year Est. Return
+31.56%
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
76
$413K 0.19%
3,920
-100
77
$413K 0.19%
5,550
-600
78
$398K 0.19%
10,000
+2,000
79
$397K 0.19%
+13,000
80
$395K 0.18%
24,000
81
$369K 0.17%
1,379
82
$349K 0.16%
2,282
-100
83
$337K 0.16%
3,200
-400
84
$322K 0.15%
6,150
-200
85
$312K 0.15%
5,350
-150
86
$303K 0.14%
28,645
87
$297K 0.14%
10,976
-330
88
$291K 0.14%
600
89
$249K 0.12%
2,856
90
$248K 0.12%
3,550
-200
91
$221K 0.1%
+1,000
92
$210K 0.1%
2,830
93
$208K 0.1%
+1,000
94
$204K 0.1%
1,950
95
– –
-3,891
96
– –
-12,500
97
– –
-56,020
98
– –
-5,317
99
– –
-3,395
100
– –
-1,201
1 2 3
4
5