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
$166M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$604K
2 +$543K
3 +$539K
4
ORCL icon
Oracle
ORCL
+$485K
5
AMGN icon
Amgen
AMGN
+$461K

Top Sells

1 +$443K
2 +$400K
3 +$332K
4
INTU icon
Intuit
INTU
+$256K
5
TDG icon
TransDigm Group
TDG
+$223K

Sector Composition

1 Technology 36.05%
2 Industrials 25.32%
3 Healthcare 14.94%
4 Communication Services 7.53%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,825