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
51
$664K 0.52%
+2,475
52
$638K 0.5%
+3,000
53
$530K 0.41%
+3,650
54
$529K 0.41%
+5,700
55
$498K 0.39%
+10,500
56
$452K 0.35%
+270
57
$447K 0.35%
+38,000
58
$447K 0.35%
+3,520
59
$432K 0.34%
+2,900
60
$398K 0.31%
+7,500
61
$378K 0.29%
+1,635
62
$351K 0.27%
+1,500
63
$350K 0.27%
+4,000
64
$348K 0.27%
+1
65
$326K 0.25%
+45,965
66
$316K 0.25%
+4,200
67
$306K 0.24%
+2,093
68
$299K 0.23%
+12,600
69
$271K 0.21%
+800
70
$252K 0.2%
+3,000
71
$240K 0.19%
+4,800
72
$228K 0.18%
+4,000
73
$207K 0.16%
+4,000
74
$201K 0.16%
+4,000
75
$189K 0.15%
+5,000
1 2
3
4