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
$150M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.5M
3
+$1.18M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.03M
5
FIS icon
Fidelity National Information Services
FIS
+$492K

Top Sells

1
+$2.66M
2
+$1.07M
3
+$692K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$651K
5
WBA
Walgreens Boots Alliance
WBA
+$306K

Sector Composition

1 Technology 36.21%
2 Industrials 25.2%
3 Healthcare 16.02%
4 Communication Services 7.54%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 8.71%
238,980
-2,650
2
$8.77M 5.85%
69,527
-2,000
3
$6.04M 4.03%
6,755
4
$5.68M 3.79%
11,618
5
$5.55M 3.7%
16,301
6
$4.62M 3.08%
11,095
7
$4.59M 3.06%
51,428
+1
8
$4.3M 2.87%
8,245
+425
9
$4.17M 2.78%
9,102
10
$4.02M 2.68%
19,059
11
$3.92M 2.61%
19,820
+1,000
12
$3.75M 2.5%
28,740
+2,250
13
$3.56M 2.38%
43,940
-60
14
$3.24M 2.16%
57,100
+26,400
15
$3.18M 2.12%
6,981
-50
16
$2.97M 1.98%
23,230
17
$2.67M 1.78%
12,792
18
$2.36M 1.57%
16,310
19
$2.31M 1.54%
+4,600
20
$2.19M 1.46%
11,305
-5,526
21
$2.19M 1.46%
36,062
22
$1.95M 1.3%
16,416
+1
23
$1.91M 1.28%
4,067
24
$1.88M 1.25%
22,590
25
$1.84M 1.23%
18,809
+75
1
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