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
$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
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
– –
-898
102
– –
-900
103
– –
-2,000
104
– –
-22,219
105
– –
-10,100
106
– –
-4,995
107
– –
-73,000
1 2 3 4
5