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
$146M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$398K
3
+$324K
4
CRM icon
Salesforce
CRM
+$244K
5
TWLO icon
Twilio
TWLO
+$236K

Top Sells

1
+$900K
2
+$230K
3
+$68.8K
4
TEAM icon
Atlassian
TEAM
+$17K
5
SSNC icon
SS&C Technologies
SSNC
+$14.4K

Sector Composition

1 Technology 29.76%
2 Healthcare 22.46%
3 Industrials 22.07%
4 Consumer Discretionary 7.97%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.24%
9,688
27
$1.72M 1.18%
19,000
28
$1.7M 1.17%
34,000
+2,375
29
$1.61M 1.1%
18,861
+1
30
$1.59M 1.09%
10,209
+1
31
$1.56M 1.07%
16,597
32
$1.49M 1.02%
11,484
+2
33
$1.43M 0.98%
4,125
+150
34
$1.34M 0.91%
6,182
35
$1.31M 0.9%
22,950
36
$1.25M 0.85%
569
37
$1.15M 0.79%
4,250
38
$1.14M 0.78%
4,700
39
$1.12M 0.77%
6,500
40
$1.12M 0.77%
4,000
41
$1.08M 0.74%
9,600
42
$1.07M 0.73%
4,380
+1,000
43
$1.07M 0.73%
34,812
+2
44
$940K 0.64%
2,800
45
$930K 0.64%
2,360
+600
46
$928K 0.64%
19,600
+4,000
47
$913K 0.63%
66,512
+12,406
48
$834K 0.57%
11,030
+2,030
49
$818K 0.56%
3,500
50
$757K 0.52%
2,000
1
2
3 4