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
76
$156K 0.12%
+3,000
77
$153K 0.12%
+1,272
78
$146K 0.11%
+2,800
79
$145K 0.11%
+2,009
80
$131K 0.1%
+2,800
81
$128K 0.1%
+3,200
82
$120K 0.09%
+2,400
83
$96K 0.07%
+1,600
84
$91K 0.07%
+4,000
85
$85K 0.07%
+2,050
86
$64K 0.05%
+400
87
$59K 0.05%
+378
88
$58K 0.05%
+414
89
$56K 0.04%
+450
90
$47K 0.04%
+1,055
91
$43K 0.03%
+520
92
$36K 0.03%
+3,656
93
$27K 0.02%
+528
94
$26K 0.02%
+512
95
$14K 0.01%
+250
96
$13K 0.01%
+150
1 2 3
4