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
$146M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$844K
2 +$398K
3 +$324K
4
CRM icon
Salesforce
CRM
+$244K
5
TWLO icon
Twilio
TWLO
+$236K

Top Sells

1 +$900K
2 +$230K
3 +$68.8K
4
TEAM icon
Atlassian
TEAM
+$17K
5
SSNC icon
SS&C Technologies
SSNC
+$14.4K

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