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
$174M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$779K
3 +$519K
4
WGS icon
GeneDx Holdings
WGS
+$518K
5
ASML icon
ASML
ASML
+$384K

Top Sells

1 +$2.58M
2 +$1.63M
3 +$733K
4
ABNB icon
Airbnb
ABNB
+$706K
5
SMLR icon
Semler Scientific
SMLR
+$649K

Sector Composition

1 Technology 38.9%
2 Industrials 22.52%
3 Healthcare 12.6%
4 Communication Services 8.23%
5 Financials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,530
102
-4,965
103
-1,470
104
-73,000
105
-1,900
106
-4,283
107
-900