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
$216M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.08M
3 +$709K
4
CRDO icon
Credo Technology Group
CRDO
+$707K
5
CSCO icon
Cisco
CSCO
+$644K

Top Sells

1 +$1.93M
2 +$1.6M
3 +$1.02M
4
INTU icon
Intuit
INTU
+$1.01M
5
RBRK icon
Rubrik
RBRK
+$989K

Sector Composition

1 Technology 35.53%
2 Industrials 21.64%
3 Healthcare 14.66%
4 Communication Services 9.78%
5 Financials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NOC icon
26
Northrop Grumman
NOC
$104B
$3.45M 1.6%
6,051
AMAT icon
27
Applied Materials
AMAT
$280B
$3.36M 1.56%
13,081
-800
INTU icon
28
Intuit
INTU
$127B
$3.16M 1.46%
4,765
-1,536
ORCL icon
29
Oracle
ORCL
$445B
$3.15M 1.46%
16,136
-600
MOG.A icon
30
Moog Inc Class A
MOG.A
$9.65B
$3.02M 1.4%
12,400
NFLX icon
31
Netflix
NFLX
$398B
$3.01M 1.39%
32,116
-4
GRAL
32
GRAIL Inc
GRAL
$1.91B
$2.87M 1.33%
33,500
+12,500
SSNC icon
33
SS&C Technologies
SSNC
$17.3B
$2.79M 1.29%
31,900
-1,000
TSM icon
34
TSMC
TSM
$1.79T
$2.65M 1.23%
8,730
-200
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.74T
$2.51M 1.16%
8,000
ADI icon
36
Analog Devices
ADI
$152B
$1.96M 0.91%
7,228
-70
JPM icon
37
JPMorgan Chase
JPM
$774B
$1.73M 0.8%
5,378
V icon
38
Visa
V
$593B
$1.68M 0.78%
4,800
FNF icon
39
Fidelity National Financial
FNF
$13B
$1.63M 0.76%
29,930
-500
CRM icon
40
Salesforce
CRM
$180B
$1.44M 0.67%
5,453
+16
MRNA icon
41
Moderna
MRNA
$21.3B
$1.42M 0.66%
48,175
MA icon
42
Mastercard
MA
$453B
$1.41M 0.65%
2,469
-2
VST icon
43
Vistra
VST
$55.4B
$1.34M 0.62%
8,300
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$3.76T
$1.28M 0.59%
4,100
CYBR
45
DELISTED
CyberArk
CYBR
$1.25M 0.58%
2,800
TT icon
46
Trane Technologies
TT
$93.3B
$1.24M 0.58%
3,198
-100
KLAC icon
47
KLA
KLAC
$194B
$1.22M 0.56%
1,000
OKTA icon
48
Okta
OKTA
$13.6B
$1.17M 0.54%
13,540
TWLO icon
49
Twilio
TWLO
$19.1B
$1.14M 0.53%
8,000
TECH icon
50
Bio-Techne
TECH
$7.64B
$1.03M 0.48%
17,535