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