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
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$592K
3
+$459K
4
CB icon
Chubb
CB
+$441K
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$379K

Top Sells

1
+$780K
2
+$259K
3
+$248K
4
ADI icon
Analog Devices
ADI
+$36.1K
5
AAPL icon
Apple
AAPL
+$34.7K

Sector Composition

1 Technology 32.61%
2 Industrials 26.99%
3 Healthcare 16.43%
4 Communication Services 7.09%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 9.37%
243,228
-328
2
$7.22M 5.94%
71,427
+1,100
3
$4.42M 3.63%
50,867
+200
4
$4.29M 3.52%
7,785
5
$4.25M 3.49%
6,745
-24
6
$3.91M 3.21%
16,301
-23
7
$3.88M 3.19%
11,518
+401
8
$3.63M 2.98%
19,059
9
$3.58M 2.94%
11,095
+5
10
$3.54M 2.91%
9,102
11
$3.51M 2.89%
44,000
12
$3.51M 2.89%
6,436
-10
13
$3.04M 2.5%
18,820
+550
14
$2.2M 1.81%
16,931
-267
15
$2.14M 1.76%
25,420
16
$2.04M 1.68%
24,722
-80
17
$2.01M 1.65%
12,267
+1,001
18
$1.94M 1.6%
4,145
19
$1.88M 1.55%
18,633
+2
20
$1.88M 1.54%
36,062
+1,901
21
$1.86M 1.53%
22,460
+115
22
$1.85M 1.52%
3,800
23
$1.69M 1.39%
27,248
24
$1.69M 1.39%
67,000
+200
25
$1.6M 1.31%
16,410
1
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