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
$140M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$209K
3
+$204K
4
MDT icon
Medtronic
MDT
+$201K
5
MELI icon
Mercado Libre
MELI
+$178K

Top Sells

1
+$638K
2
+$518K
3
+$218K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
ORCL icon
Oracle
ORCL
+$90.5K

Sector Composition

1 Technology 36.14%
2 Industrials 24.71%
3 Healthcare 16%
4 Communication Services 7.73%
5 Financials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 8.62%
239,130
+150
2
$7.8M 5.57%
69,027
-500
3
$5.71M 4.08%
6,770
+15
4
$5.71M 4.08%
11,190
-428
5
$5.18M 3.7%
16,420
+119
6
$4.67M 3.33%
9,133
+31
7
$4.31M 3.08%
11,170
+75
8
$4.18M 2.99%
51,603
+175
9
$4.13M 2.95%
8,157
-88
10
$4.04M 2.88%
19,840
+20
11
$3.67M 2.62%
28,840
+100
12
$3.63M 2.6%
18,959
-100
13
$3.27M 2.34%
44,040
+100
14
$3.19M 2.28%
58,100
+1,000
15
$3.09M 2.21%
7,021
+40
16
$2.82M 2.01%
24,030
+800
17
$2.55M 1.82%
12,892
+100
18
$2.26M 1.61%
16,310
19
$2.17M 1.55%
4,960
+360
20
$1.94M 1.38%
11,305
21
$1.89M 1.35%
36,062
22
$1.88M 1.34%
6,266
23
$1.65M 1.18%
15,562
-854
24
$1.64M 1.17%
4,107
+40
25
$1.6M 1.14%
21,890
-700
1
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