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
$179M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$643K
3
+$302K
4
PANW icon
Palo Alto Networks
PANW
+$284K
5
NICE icon
Nice
NICE
+$261K

Top Sells

1
+$5.48M
2
+$1.56M
3
+$760K
4
NVDA icon
NVIDIA
NVDA
+$591K
5
FTNT icon
Fortinet
FTNT
+$528K

Sector Composition

1 Technology 34.99%
2 Industrials 22.99%
3 Healthcare 14.86%
4 Communication Services 8.66%
5 Financials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.16%
3,427
27
$2.04M 1.14%
1,351
+200
28
$2.04M 1.14%
21,515
-375
29
$2.03M 1.13%
12,690
30
$1.98M 1.11%
11,537
31
$1.89M 1.06%
24,510
32
$1.77M 0.99%
1,827
33
$1.74M 0.97%
20,610
34
$1.7M 0.95%
18,860
-6,540
35
$1.68M 0.94%
5,571
36
$1.67M 0.93%
31,380
-800
37
$1.63M 0.91%
4,995
38
$1.58M 0.88%
3,470
-56
39
$1.45M 0.81%
7,328
40
$1.33M 0.74%
30,698
41
$1.29M 0.72%
9,739
42
$1.22M 0.68%
8,000
43
$1.2M 0.67%
3,998
-100
44
$1.18M 0.66%
5,517
-165
45
$1.16M 0.65%
2,400
46
$1.15M 0.65%
6,825
47
$1.14M 0.64%
5,703
48
$1.13M 0.63%
18,975
49
$1.04M 0.58%
7,610
50
$932K 0.52%
13,235
-100
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