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
$189M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$632K
3
+$569K
4
ASML icon
ASML
ASML
+$535K
5
DHI icon
D.R. Horton
DHI
+$397K

Top Sells

1
+$733K
2
+$402K
3
+$273K
4
TDG icon
TransDigm Group
TDG
+$264K
5
MSFT icon
Microsoft
MSFT
+$260K

Sector Composition

1 Technology 39.71%
2 Industrials 19.27%
3 Healthcare 11.26%
4 Communication Services 9.09%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.12%
+5,000
102
$213K 0.11%
+5,000
103
$204K 0.11%
6,950
-450
104
– –
-2,650
105
– –
-1,578
106
– –
-898
107
– –
-10,225
108
– –
-2,000
1 2 3 4
5