LAI

Legal Advantage Investments Portfolio holdings

AUM $216M
1-Year Est. Return 31.56%
This Quarter Est. Return
1 Year Est. Return
+31.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$995K
4
AAPL icon
Apple
AAPL
+$944K
5
MELI icon
Mercado Libre
MELI
+$928K

Top Sells

1
+$1.52M
2
+$1.11M
3
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
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
1
$9.99M 4.67%
57,967
+4,550
2
$9.93M 4.64%
6,527
+500
3
$8.47M 3.96%
68,276
-18
4
$7.75M 3.63%
35,335
+1,000
5
$7.62M 3.57%
58,204
-1,300
6
$7.54M 3.52%
15,150
-75
7
$6.67M 3.12%
14,830
-200
8
$6.2M 2.9%
45,450
+650
9
$6.08M 2.84%
66,660
-1,240
10
$5.8M 2.71%
20,155
-200
11
$5.73M 2.68%
28,000
+60
12
$5.59M 2.62%
60,600
+10,000
13
$5.48M 2.56%
9,248
-425
14
$5.44M 2.54%
6,901
-415
15
$5.19M 2.43%
1,986
+355
16
$4.51M 2.11%
5,630
+1,880
17
$4.32M 2.02%
14,199
+7
18
$4.3M 2.01%
32,120
-1,650
19
$3.92M 1.83%
24,796
+2,000
20
$3.89M 1.82%
5,275
-175
21
$3.87M 1.81%
18,470
+1,620
22
$3.87M 1.81%
26,493
+5,366
23
$3.71M 1.74%
9,595
-838
24
$3.67M 1.72%
16,796
-2,150
25
$3.46M 1.62%
16,865
+4,600
1
2 3 4 5