LAI

Legal Advantage Investments Portfolio holdings

AUM $194M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$597K
4
PANW icon
Palo Alto Networks
PANW
+$534K
5
TDG icon
TransDigm Group
TDG
+$507K

Top Sells

1
+$3.71M
2
+$1.02M
3
+$823K
4
ZBH icon
Zimmer Biomet
ZBH
+$808K
5
NTRA icon
Natera
NTRA
+$591K

Sector Composition

1 Technology 38.19%
2 Industrials 20%
3 Healthcare 12.73%
4 Communication Services 10.24%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 1.74%
5,275
27
$3.85M 1.73%
32,120
28
$3.69M 1.66%
6,051
-140
29
$3.05M 1.37%
4,250
-100
30
$2.92M 1.31%
32,900
31
$2.84M 1.28%
13,881
+410
32
$2.58M 1.16%
12,400
-190
33
$2.49M 1.12%
8,930
-100
34
$1.95M 0.88%
8,000
35
$1.93M 0.87%
3,535
36
$1.84M 0.83%
30,430
-300
37
$1.79M 0.81%
7,298
38
$1.7M 0.76%
5,378
39
$1.64M 0.74%
4,800
40
$1.63M 0.73%
8,300
41
$1.6M 0.72%
22,075
-800
42
$1.41M 0.63%
2,471
43
$1.39M 0.63%
3,298
44
$1.35M 0.61%
2,800
45
$1.29M 0.58%
5,437
46
$1.24M 0.56%
+48,175
47
$1.24M 0.56%
8,500
+1,950
48
$1.24M 0.56%
+21,000
49
$1.24M 0.56%
13,540
+4,000
50
$1.2M 0.54%
4,000
1
2
3 4