LAI
Legal Advantage Investments Portfolio holdings
AUM
$222M
1-Year Est. Return
37.95%
1 Year Est. Return
+37.95%
AUM
$214M
AUM Growth
+$28.6M
(+15%)
Holding
102
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.51M | |
| 3 | +$995K | |
| 4 |
Apple
AAPL
|
+$944K |
| 5 |
Mercado Libre
MELI
|
+$928K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$1.11M | |
| 3 | +$994K | |
| 4 |
McKesson
MCK
|
+$808K |
| 5 |
Sprout Social
SPT
|
+$626K |
Sector Composition
| 1 | Technology | 39.96% |
| 2 | Industrials | 18.93% |
| 3 | Healthcare | 11.79% |
| 4 | Communication Services | 9.78% |
| 5 | Financials | 8.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
1
Fiserv Inc
FISV
$36.5B
| $9.99M | 4.67% |
57,967
+4,550
|
|
||
2
TransDigm Group
TDG
$70.6B
| $9.93M | 4.64% |
6,527
+500
|
|
||
3
Walt Disney
DIS
$200B
| $8.47M | 3.96% |
68,276
-18
|
|
||
4
Amazon
AMZN
$2.42T
| $7.75M | 3.63% |
35,335
+1,000
|
|
||
5
VSE Corp
VSEC
$3.97B
| $7.62M | 3.57% |
58,204
-1,300
|
|
||
6
Microsoft
MSFT
$3.61T
| $7.54M | 3.52% |
15,150
-75
|
|
||
7
Elbit Systems
ESLT
$25.2B
| $6.67M | 3.12% |
14,830
-200
|
|
||
8
Palantir
PLTR
$443B
| $6.2M | 2.9% |
45,450
+650
|
|
||
9
Charles Schwab
SCHW
$172B
| $6.08M | 2.84% |
66,660
-1,240
|
|
||
10
Veeva Systems
VEEV
$35.8B
| $5.8M | 2.71% |
20,155
-200
|
|
||
11
Palo Alto Networks
PANW
$129B
| $5.73M | 2.68% |
28,000
+60
|
|
||
12
GeneDx Holdings
WGS
$3.85B
| $5.59M | 2.62% |
60,600
+10,000
|
|
||
13
Tyler Technologies
TYL
$19.4B
| $5.48M | 2.56% |
9,248
-425
|
|
||
14
Intuit
INTU
$186B
| $5.44M | 2.54% |
6,901
-415
|
|
||
|
15
Mercado Libre
MELI
$100B
| $5.19M | 2.43% |
1,986
+355
|
|
||
16
ASML
ASML
$404B
| $4.51M | 2.11% |
5,630
+1,880
|
|
||
17
Vanguard Total Stock Market ETF
VTI
$563B
| $4.32M | 2.02% |
14,199
+7
|
|
||
18
Netflix
NFLX
$398B
| $4.3M | 2.01% |
32,120
-1,650
|
|
||
19
NVIDIA
NVDA
$4.24T
| $3.92M | 1.83% |
24,796
+2,000
|
|
||
20
Meta Platforms (Facebook)
META
$1.67T
| $3.89M | 1.82% |
5,275
-175
|
|
||
21
Boeing
BA
$164B
| $3.87M | 1.81% |
18,470
+1,620
|
|
||
22
RTX Corp
RTX
$240B
| $3.87M | 1.81% |
26,493
+5,366
|
|
||
23
Adobe
ADBE
$149B
| $3.71M | 1.74% |
9,595
-838
|
|
||
24
Oracle
ORCL
$515B
| $3.67M | 1.72% |
16,796
-2,150
|
|
||
|
25
Apple
AAPL
$4.01T
| $3.46M | 1.62% |
16,865
+4,600
|
|