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
51
$710K 0.49%
456
52
$672K 0.46%
3,650
53
$666K 0.46%
11,159
54
$621K 0.43%
21,853
+14,003
55
$620K 0.42%
10,500
56
$615K 0.42%
7,910
-2,954
57
$600K 0.41%
2,475
58
$598K 0.41%
7,000
59
$548K 0.38%
3,520
60
$546K 0.37%
2,900
61
$544K 0.37%
5,700
62
$520K 0.36%
6,200
+1,000
63
$517K 0.35%
1,718
+1
64
$501K 0.34%
4,000
65
$487K 0.33%
5,000
66
$437K 0.3%
1,500
67
$435K 0.3%
38,000
68
$419K 0.29%
1
69
$368K 0.25%
2,217
+1
70
$324K 0.22%
+2,000
71
$304K 0.21%
4,000
72
$288K 0.2%
4,800
73
$281K 0.19%
4,000
74
$224K 0.15%
+4,000
75
$201K 0.14%
+3,000
1 2
3
4