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
$182M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$643K
3
+$624K
4
BMA icon
Banco Macro
BMA
+$476K
5
PYPL icon
PayPal
PYPL
+$468K

Top Sells

1
+$3.4M
2
+$2.75M
3
+$392K
4
SDGR icon
Schrodinger
SDGR
+$125K
5
TDG icon
TransDigm Group
TDG
+$77.1K

Sector Composition

1 Technology 39.14%
2 Industrials 20.89%
3 Healthcare 11.78%
4 Communication Services 8.5%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 5.52%
55,887
-400
2
$8.92M 4.9%
6,247
-54
3
$7.73M 4.25%
93,432
-41,106
4
$6.57M 3.61%
15,265
-101
5
$6.24M 3.43%
64,872
+10,069
6
$6.1M 3.35%
32,725
+3,450
7
$5.88M 3.23%
10,073
-100
8
$5.7M 3.14%
11,018
-60
9
$5.04M 2.77%
8,154
-45
10
$4.79M 2.64%
28,050
+1,200
11
$4.69M 2.58%
7,553
12
$4.35M 2.39%
20,740
-100
13
$4.17M 2.29%
64,400
+2,600
14
$4.03M 2.21%
14,222
-100
15
$3.51M 1.93%
6,641
16
$3.42M 1.88%
20,046
-216
17
$3.21M 1.76%
5,600
18
$3.09M 1.7%
15,430
-292
19
$2.97M 1.64%
14,720
-61
20
$2.81M 1.55%
1,371
21
$2.81M 1.55%
18,500
-71
22
$2.79M 1.53%
22,960
-100
23
$2.64M 1.45%
11,337
-200
24
$2.59M 1.42%
34,900
-412
25
$2.56M 1.41%
21,121
-235
1
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