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
$214M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.51M
3 +$995K
4
AAPL icon
Apple
AAPL
+$944K
5
MELI icon
Mercado Libre
MELI
+$928K

Top Sells

1 +$1.52M
2 +$1.11M
3 +$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HAL icon
101
Halliburton
HAL
$22.6B
-12,500
BMY icon
102
Bristol-Myers Squibb
BMY
$93.8B
-3,891