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
$182M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$926K
2 +$629K
3 +$496K
4
V icon
Visa
V
+$460K
5
BMA icon
Banco Macro
BMA
+$432K

Top Sells

1 +$3.58M
2 +$2.75M
3 +$392K
4
SDGR icon
Schrodinger
SDGR
+$138K
5
TDG icon
TransDigm Group
TDG
+$70.2K

Sector Composition

1 Technology 39.14%
2 Industrials 20.89%
3 Healthcare 11.78%
4 Communication Services 8.5%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-42,840