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
$185M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$523K
3 +$497K
4
VST icon
Vistra
VST
+$493K
5
DIS icon
Walt Disney
DIS
+$394K

Top Sells

1 +$3.24M
2 +$1.8M
3 +$1.06M
4
SLB icon
SLB Ltd
SLB
+$791K
5
PTC icon
PTC
PTC
+$607K

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 Change
in Stake
Capital Flow
101
-3,300
102
-3,150
103
-2,950
104
-28,232
105
-6,950