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
$136M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.08M
3
+$884K
4
FNF icon
Fidelity National Financial
FNF
+$880K
5
PANW icon
Palo Alto Networks
PANW
+$609K

Top Sells

1
+$2.04M
2
+$908K
3
+$708K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$521K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$204K

Sector Composition

1 Technology 35.11%
2 Industrials 25.26%
3 Healthcare 15.96%
4 Communication Services 7.92%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 7.96%
241,630
-1,598
2
$8.08M 5.93%
71,527
+100
3
$5.15M 3.78%
51,427
+560
4
$4.98M 3.66%
6,755
+10
5
$4.7M 3.45%
16,301
6
$4.51M 3.31%
7,820
+35
7
$4.48M 3.29%
11,618
+100
8
$4.06M 2.98%
9,102
9
$4.05M 2.97%
19,059
10
$3.93M 2.89%
11,095
11
$3.59M 2.63%
44,000
12
$3.46M 2.54%
18,820
13
$3.25M 2.38%
7,031
+595
14
$2.78M 2.04%
16,831
-100
15
$2.74M 2.01%
26,490
+1,070
16
$2.66M 1.95%
27,248
17
$2.32M 1.7%
23,230
+6,100
18
$2.22M 1.63%
4,067
-78
19
$2.18M 1.6%
12,792
+525
20
$2.04M 1.49%
36,062
21
$2M 1.47%
16,310
-100
22
$1.83M 1.35%
18,734
+101
23
$1.8M 1.32%
3,800
24
$1.72M 1.26%
22,590
+130
25
$1.61M 1.18%
+30,700
1
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