LAI

Legal Advantage Investments Portfolio holdings

AUM $216M
1-Year Est. Return 31.56%
This Quarter Est. Return
1 Year Est. Return
+31.56%
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
+$863K
2
+$412K
3
+$331K
4
CRM icon
Salesforce
CRM
+$230K
5
CCS icon
Century Communities
CCS
+$212K

Top Sells

1
+$900K
2
+$231K
3
+$66.5K
4
TEAM icon
Atlassian
TEAM
+$15.5K
5
SSNC icon
SS&C Technologies
SSNC
+$14.6K

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
76
$200K 0.14%
+3,000
77
$176K 0.12%
5,000
78
– –
-5,100
1 2 3
4