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
$174M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$779K
3
+$519K
4
WGS icon
GeneDx Holdings
WGS
+$518K
5
ASML icon
ASML
ASML
+$384K

Top Sells

1
+$2.58M
2
+$1.63M
3
+$733K
4
ABNB icon
Airbnb
ABNB
+$706K
5
SMLR icon
Semler Scientific
SMLR
+$649K

Sector Composition

1 Technology 38.9%
2 Industrials 22.52%
3 Healthcare 12.6%
4 Communication Services 8.23%
5 Financials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 6.84%
134,538
-29,225
2
$8.39M 4.83%
56,287
-450
3
$8.05M 4.64%
6,301
-175
4
$6.87M 3.96%
15,366
5
$6.15M 3.55%
11,078
6
$5.66M 3.26%
29,275
7
$5.44M 3.13%
54,803
8
$5.11M 2.95%
10,173
9
$4.96M 2.86%
7,553
10
$4.55M 2.62%
61,800
-2,800
11
$4.55M 2.62%
26,850
+1,000
12
$4.53M 2.61%
8,199
13
$3.83M 2.21%
14,322
14
$3.81M 2.2%
20,840
15
$3.49M 2.01%
14,781
16
$3.38M 1.95%
18,571
-40
17
$2.9M 1.67%
6,641
-80
18
$2.86M 1.65%
20,262
19
$2.85M 1.64%
23,060
+4,200
20
$2.82M 1.63%
5,600
-66
21
$2.78M 1.6%
15,722
22
$2.75M 1.58%
42,840
-900
23
$2.43M 1.4%
4,990
24
$2.43M 1.4%
11,537
25
$2.31M 1.33%
3,427
1
2 3 4 5