LAI
Legal Advantage Investments Portfolio holdings
AUM $185M
AUM
$185M
AUM Growth
-$3.91M (-2%)
Cap. Flow
+$1.6M
Cap. Flow % of AUM
0.86%
Top 10 Holdings %Top 10 Hldgs %
36.57%
Holding
105
New
2
Increased
24
Reduced
28
Closed
9
Top Buys
| 1 | $1.46M | |
| 2 | $523K | |
| 3 | $497K | |
| 4 | $493K | |
| 5 | $394K |
Top Sells
| 1 | $3.24M | |
| 2 | $506K | |
| 3 | $167K | |
| 4 | $112K | |
| 5 | $110K |
Sector Composition
| 1 | Technology | 38.02% |
| 2 | Industrials | 20.29% |
| 3 | Healthcare | 13.46% |
| 4 | Financials | 9.45% |
| 5 | Communication Services | 8.23% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -3,300 | Closed | – | |||
| $0 | 0% | 0 -20,644 | Closed | – | |||
| $0 | 0% | 0 -1,236 | Closed | – | |||
| $0 | 0% | 0 -19,965 | Closed | – | |||
| $0 | 0% | 0 -5,000 | Closed | – |
