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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$7.85M
3
+$5.09M
4
TYL icon
Tyler Technologies
TYL
+$4.68M
5
XYZ
Block Inc
XYZ
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.42%
2 Healthcare 21.98%
3 Industrials 21.91%
4 Consumer Discretionary 8%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.2%
+19,000
27
$1.5M 1.16%
+9,991
28
$1.46M 1.14%
+11,195
29
$1.41M 1.1%
+17,422
30
$1.34M 1.04%
+18,731
31
$1.3M 1.01%
+11,500
32
$1.27M 0.99%
+569
33
$1.2M 0.94%
+22,950
34
$1.17M 0.91%
+13,600
35
$1.16M 0.91%
+6,157
36
$1.14M 0.89%
+3,975
37
$1.05M 0.82%
+6,000
38
$1M 0.78%
+32,800
39
$980K 0.76%
+7,000
40
$960K 0.75%
+6,500
41
$945K 0.74%
+4,250
42
$931K 0.72%
+2,800
43
$907K 0.71%
+4,650
44
$889K 0.69%
+4,000
45
$860K 0.67%
+9,300
46
$788K 0.61%
+12,175
47
$766K 0.6%
+3,500
48
$762K 0.59%
+9,600
49
$724K 0.56%
+3,255
50
$710K 0.55%
+2,000
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