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LAI
Legal Advantage Investments Portfolio holdings
AUM
$285M
1-Year Est. Return
18.63%
This Fund
S&P 500
This Quarter
Est. Return
+21.25%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
92.12%
Top 10 Holdings %
Top 10 Hldgs %
40.2%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VSE Corp
VSEC
|
+$7.82M |
| 2 |
FISV
Fiserv Inc
FISV
|
+$7.43M |
| 3 |
Tyler Technologies
TYL
|
+$4.43M |
| 4 |
Veeva Systems
VEEV
|
+$4.19M |
| 5 |
XYZ
Block Inc
XYZ
|
+$4.07M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.42% |
| 2 | Healthcare | 21.98% |
| 3 | Industrials | 21.91% |
| 4 | Consumer Discretionary | 8% |
| 5 | Communication Services | 5.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
VSE Corp
VSEC
$6.12B
| $8.81M | 6.86% |
+228,947
| New | +$7.82M |
|
|
FISV
2
Fiserv Inc
FISV
$27.9B
| $7.85M | 6.11% |
+68,927
| New | +$7.43M |
|
3
Walt Disney
DIS
$181B
| $5.09M | 3.97% |
+28,121
| New | +$4.04M |
|
|
4
Tyler Technologies
TYL
$12.8B
| $4.68M | 3.65% |
+10,730
| New | +$4.43M |
|
|
XYZ
5
Block Inc
XYZ
$47.5B
| $4.54M | 3.53% |
+20,845
| New | +$4.07M |
|
6
Wynn Resorts
WYNN
$10.6B
| $4.37M | 3.4% |
+38,731
| New | +$3.57M |
|
7
Adobe
ADBE
$105B
| $4.2M | 3.27% |
+8,401
| New | +$4.06M |
|
|
HSKA
8
DELISTED
Heska Corp
HSKA
| $4.13M | 3.21% |
+28,348
| New | +$3.53M |
|
|
9
Veeva Systems
VEEV
$37.4B
| $4.07M | 3.17% |
+14,950
| New | +$4.19M |
|
10
Chegg
CHGG
$102M
| $3.9M | 3.04% |
+43,200
| New | +$3.43M |
|
11
TransDigm Group
TDG
$67.7B
| $3.83M | 2.98% |
+6,185
| New | +$3.4M |
|
12
Boeing
BA
$185B
| $3.68M | 2.86% |
+17,183
| New | +$3.3M |
|
13
Thermo Fisher Scientific
TMO
$220B
| $3.3M | 2.57% |
+7,083
| New | +$3.32M |
|
14
Intuit
INTU
$89B
| $3.2M | 2.49% |
+8,425
| New | +$2.96M |
|
15
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $2.84M | 2.21% |
+20,180
| New | +$2.58M |
|
16
Henry Schein
HSIC
$9.82B
| $2.79M | 2.17% |
+41,740
| New | +$2.69M |
|
17
SS&C Technologies
SSNC
$18.6B
| $2.51M | 1.96% |
+34,550
| New | +$2.32M |
|
18
Zoetis
ZTS
$30B
| $2.4M | 1.87% |
+14,500
| New | +$2.36M |
|
19
Amazon
AMZN
$2.96T
| $2.33M | 1.81% |
+14,300
| New | +$2.28M |
|
20
Atlassian
TEAM
$37.8B
| $2.22M | 1.73% |
+9,481
| New | +$2M |
|
|
CVET
21
DELISTED
Covetrus, Inc. Common Stock
CVET
| $2.16M | 1.68% |
+75,066
| New | +$2.03M |
|
22
Global Payments
GPN
$22.8B
| $2.07M | 1.61% |
+9,596
| New | +$1.79M |
|
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $2.02M | 1.58% |
+24,325
| New | +$2.02M |
|
24
Northrop Grumman
NOC
$81.2B
| $2M | 1.56% |
+6,558
| New | +$2.01M |
|
25
Illumina
ILMN
$28.4B
| $1.7M | 1.32% |
+4,713
| New | +$1.5M |
|
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A
Legal Advantage Investments's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Legal Advantage Investments, which disclosed 96 positions worth $128M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is VSE Corp: 228,947 shares worth $8.81M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Healthcare and Industrials.
- Legal Advantage Investments's largest Q4 2020 buy was VSE Corp: 228,947 shares worth $8.81M.
- Legal Advantage Investments's ten largest holdings make up 40% of its $128M portfolio in Q4 2020.
- Legal Advantage Investments disclosed 96 positions in Q4 2020, its first 13F filing on record.
Based on Legal Advantage Investments's 13F filing for Q4 2020, filed 28 Jan 2021.