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

Top Buys

1
+$3.54M
2
+$614K
3
+$327K
4
PANW icon
Palo Alto Networks
PANW
+$315K
5
SNOW icon
Snowflake
SNOW
+$291K

Top Sells

1
+$4.68M
2
+$1.43M
3
+$747K
4
FTNT icon
Fortinet
FTNT
+$528K
5
TWLO icon
Twilio
TWLO
+$486K

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
101
$221K 0.12%
+5,000
102
$210K 0.12%
+500
103
$209K 0.12%
+2,000
104
$200K 0.11%
1,900
105
– –
-9,025
106
– –
-1,300
107
– –
-444
108
– –
-6,405
1 2 3 4
5