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
51
$907K 0.51%
3,250
-100
52
$765K 0.43%
1,830
+505
53
$734K 0.41%
2,600
54
$733K 0.41%
2,530
55
$706K 0.4%
4,283
-17
56
$699K 0.39%
1,000
57
$670K 0.37%
31,020
58
$661K 0.37%
3,500
59
$661K 0.37%
1,231
60
$660K 0.37%
2,900
-100
61
$649K 0.36%
22,219
62
$643K 0.36%
+3,366
63
$634K 0.35%
1
64
$623K 0.35%
8,400
65
$619K 0.35%
4,100
66
$609K 0.34%
2,215
67
$604K 0.34%
2,125
+525
68
$591K 0.33%
4,426
69
$584K 0.33%
10,118
-493
70
$553K 0.31%
73,000
71
$531K 0.3%
2,000
72
$530K 0.3%
7,200
+2,000
73
$528K 0.3%
4,000
74
$506K 0.28%
3,075
75
$486K 0.27%
5,000
1 2
3
4 5