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
51
$1.08M 0.49%
6,400
52
$1.08M 0.49%
1,000
53
$1.02M 0.46%
15,400
54
$997K 0.45%
4,100
55
$989K 0.45%
12,025
+2,925
56
$975K 0.44%
17,535
+100
57
$955K 0.43%
3,384
58
$947K 0.43%
2,850
59
$853K 0.38%
2,500
60
$814K 0.37%
2,883
61
$801K 0.36%
8,000
62
$800K 0.36%
5,973
63
$773K 0.35%
7,500
64
$759K 0.34%
9,040
65
$754K 0.34%
1
66
$752K 0.34%
+6,700
67
$731K 0.33%
2,115
68
$577K 0.26%
10,800
-700
69
$542K 0.24%
12,300
-700
70
$518K 0.23%
3,920
71
$505K 0.23%
5,550
72
$494K 0.22%
1,750
73
$494K 0.22%
8,857
-100
74
$465K 0.21%
2,400
75
$459K 0.21%
18,800
-1,000
1 2
3
4