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
$166M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$543K
3
+$539K
4
ORCL icon
Oracle
ORCL
+$485K
5
AMGN icon
Amgen
AMGN
+$461K

Top Sells

1
+$443K
2
+$400K
3
+$332K
4
INTU icon
Intuit
INTU
+$256K
5
TDG icon
TransDigm Group
TDG
+$223K

Sector Composition

1 Technology 36.05%
2 Industrials 25.32%
3 Healthcare 14.94%
4 Communication Services 7.53%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 9.02%
232,280
-6,850
2
$8.84M 5.31%
66,527
-2,500
3
$6.63M 3.98%
6,550
-220
4
$6.62M 3.98%
11,090
-100
5
$6.08M 3.66%
16,170
-250
6
$5.45M 3.28%
8,723
-410
7
$4.83M 2.9%
18,511
-448
8
$4.78M 2.87%
52,953
+1,350
9
$4.58M 2.75%
10,950
-220
10
$4.39M 2.64%
28,910
+70
11
$4.35M 2.62%
8,199
+42
12
$4.29M 2.58%
62,300
+4,200
13
$4.02M 2.42%
20,890
+1,050
14
$3.52M 2.11%
23,850
-180
15
$3.35M 2.02%
15,722
+2,830
16
$3.31M 1.99%
43,740
-300
17
$3.15M 1.89%
6,721
-300
18
$2.77M 1.66%
4,990
+30
19
$2.48M 1.49%
15,310
-1,000
20
$2.22M 1.34%
11,537
+232
21
$2.17M 1.31%
35,562
-500
22
$2.16M 1.3%
6,091
-175
23
$2.13M 1.28%
20,162
+4,600
24
$1.96M 1.18%
4,007
-100
25
$1.95M 1.17%
21,890
1
2 3 4 5