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
$103M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$854K
3
+$840K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$728K
5
AAPL icon
Apple
AAPL
+$711K

Top Sells

1
+$2.65M
2
+$2.64M
3
+$2.18M
4
ILMN icon
Illumina
ILMN
+$1.58M
5
ITGR icon
Integer Holdings
ITGR
+$1.34M

Sector Composition

1 Technology 31.67%
2 Industrials 27.24%
3 Healthcare 19.49%
4 Communication Services 7.71%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.15M 8.92%
243,553
+2
2
$6.26M 6.1%
70,327
-350
3
$4.76M 4.64%
50,377
+2,900
4
$4.18M 4.08%
7,700
+500
5
$3.68M 3.59%
10,057
+700
6
$3.68M 3.58%
11,060
+350
7
$3.6M 3.51%
6,715
+500
8
$3.44M 3.36%
8,937
+650
9
$3.38M 3.29%
44,000
10
$3.2M 3.12%
16,145
+600
11
$3.08M 3.01%
6,446
12
$2.82M 2.75%
10,974
+3,325
13
$2.6M 2.53%
18,989
14
$2.59M 2.53%
24,400
+10,000
15
$2.58M 2.51%
27,248
16
$2.57M 2.51%
11,215
17
$1.98M 1.93%
34,060
18
$1.79M 1.75%
18,631
+1
19
$1.61M 1.57%
21,655
+1,245
20
$1.59M 1.55%
4,125
21
$1.5M 1.47%
3,500
+1,500
22
$1.43M 1.39%
25,082
-17,364
23
$1.41M 1.37%
5,832
24
$1.31M 1.27%
14,350
25
$1.26M 1.23%
20,510
1
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