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
$179M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$643K
3
+$302K
4
PANW icon
Palo Alto Networks
PANW
+$284K
5
NICE icon
Nice
NICE
+$261K

Top Sells

1
+$5.48M
2
+$1.56M
3
+$760K
4
NVDA icon
NVIDIA
NVDA
+$591K
5
FTNT icon
Fortinet
FTNT
+$528K

Sector Composition

1 Technology 34.99%
2 Industrials 22.99%
3 Healthcare 14.86%
4 Communication Services 8.66%
5 Financials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.26%
1,470
77
$462K 0.26%
17,105
78
$453K 0.25%
1,750
79
$451K 0.25%
7,500
80
$394K 0.22%
5,450
-50
81
$385K 0.22%
2,000
+1,000
82
$364K 0.2%
3,020
83
$363K 0.2%
5,700
84
$356K 0.2%
3,250
-150
85
$351K 0.2%
6,650
86
$326K 0.18%
3,800
87
$296K 0.17%
4,965
-50
88
$295K 0.17%
14,000
89
$295K 0.16%
4,350
90
$288K 0.16%
10,100
91
$275K 0.15%
3,030
+30
92
$265K 0.15%
1,673
93
$261K 0.15%
+1,000
94
$256K 0.14%
2,650
95
$254K 0.14%
900
-100
96
$242K 0.14%
+1,500
97
$231K 0.13%
1,578
98
$230K 0.13%
+1,000
99
$229K 0.13%
+898
100
$222K 0.12%
2,546
1 2 3
4
5