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
$107M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.25M
3
+$780K
4
MA icon
Mastercard
MA
+$682K
5
ASML icon
ASML
ASML
+$473K

Top Sells

1
+$939K
2
+$238K
3
+$225K
4
WYNN icon
Wynn Resorts
WYNN
+$17.6K

Sector Composition

1 Technology 33.32%
2 Industrials 24.67%
3 Healthcare 17.3%
4 Communication Services 8.07%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.62M 8.08%
243,556
+3
2
$6.58M 6.17%
70,327
3
$4.78M 4.48%
50,667
+290
4
$3.95M 3.7%
7,785
+85
5
$3.85M 3.61%
11,090
+30
6
$3.8M 3.56%
16,324
+5,350
7
$3.54M 3.32%
6,769
+54
8
$3.52M 3.3%
9,102
+165
9
$3.06M 2.87%
11,117
+1,060
10
$3.03M 2.84%
6,446
11
$3.01M 2.82%
18,270
+2,125
12
$2.89M 2.71%
44,000
13
$2.87M 2.69%
25,420
+1,020
14
$2.38M 2.23%
17,198
+12,000
15
$2.31M 2.16%
19,059
+70
16
$2.14M 2.01%
11,266
+51
17
$1.99M 1.86%
27,248
18
$1.77M 1.66%
22,345
+690
19
$1.66M 1.56%
4,145
+20
20
$1.63M 1.53%
34,161
+101
21
$1.56M 1.46%
24,802
-280
22
$1.52M 1.43%
18,631
23
$1.47M 1.38%
3,800
+300
24
$1.41M 1.32%
66,800
+5,000
25
$1.34M 1.26%
16,410
+2,060
1
2 3 4