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
$149M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.71M
3
+$610K
4
SE icon
Sea Limited
SE
+$573K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$263K

Top Sells

1
+$1.14M
2
+$940K
3
+$201K
4
CCS icon
Century Communities
CCS
+$200K
5
HSKA
Heska Corp
HSKA
+$103K

Sector Composition

1 Technology 30.24%
2 Healthcare 23.96%
3 Industrials 21.37%
4 Consumer Discretionary 7.18%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 7.42%
229,522
-98
2
$7.5M 5.03%
69,145
-200
3
$7.16M 4.8%
27,698
-400
4
$7.06M 4.73%
41,727
+1,500
5
$5.13M 3.44%
8,906
-25
6
$4.98M 3.34%
20,770
-100
7
$4.95M 3.32%
10,790
8
$4.54M 3.05%
8,425
9
$4.35M 2.92%
15,095
-25
10
$4.12M 2.76%
17,164
-40
11
$4.11M 2.76%
7,195
+100
12
$3.88M 2.6%
6,208
-30
13
$3.65M 2.45%
9,322
-83
14
$3.33M 2.23%
39,256
-200
15
$3.21M 2.16%
42,200
-300
16
$2.95M 1.98%
35,825
+1,825
17
$2.92M 1.96%
43,000
-100
18
$2.79M 1.87%
14,369
-440
19
$2.63M 1.76%
20,880
+600
20
$2.4M 1.61%
34,559
+1
21
$2.36M 1.58%
6,558
22
$2.23M 1.5%
13,600
-300
23
$2.1M 1.41%
+16,819
24
$2.09M 1.4%
18,900
-100
25
$1.87M 1.25%
4,729
-26
1
2 3 4