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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
$194M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.21M
3 +$1.2M
4
GRAL
GRAIL Inc
GRAL
+$852K
5
V icon
Visa
V
+$643K

Top Sells

1 +$3.94M
2 +$1.84M
3 +$1.25M
4
KLAC icon
KLA
KLAC
+$1.22M
5
OKTA icon
Okta
OKTA
+$1.17M

Sector Composition

1 Technology 32.35%
2 Industrials 26%
3 Healthcare 13.2%
4 Communication Services 9.7%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVMI
76
Nova
NVMI
$17.6B
$217K 0.11%
+500
HOV icon
77
Hovnanian Enterprises
HOV
$708M
$216K 0.11%
+1,950
MDT icon
78
Medtronic
MDT
$100B
$203K 0.11%
2,346
GEHC icon
79
GE HealthCare
GEHC
$27.8B
$201K 0.1%
2,830
NTRA icon
80
Natera
NTRA
$32.4B
-2,000
CRDO icon
81
Credo Technology Group
CRDO
$46.5B
-7,100
CYBR
82
DELISTED
CyberArk
CYBR
-2,800
EBAY icon
83
eBay
EBAY
$47.9B
-5,363
FBIN icon
84
Fortune Brands Innovations
FBIN
$4.84B
-10,600
KLAC icon
85
KLA
KLAC
$312B
-1,000
OKTA icon
86
Okta
OKTA
$19.6B
-13,540
PYPL icon
87
PayPal
PYPL
$37.1B
-13,150
TATT icon
88
TAT Technologies
TATT
$586M
-12,000
TWLO icon
89
Twilio
TWLO
$28.6B
-8,000
TYL icon
90
Tyler Technologies
TYL
$11.8B
-8,678
WTW icon
91
Willis Towers Watson
WTW
$24.6B
-2,015