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
$174M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$866K
3
+$425K
4
SPT icon
Sprout Social
SPT
+$402K
5
NICE icon
Nice
NICE
+$401K

Top Sells

1
+$2.35M
2
+$1.63M
3
+$733K
4
ABNB icon
Airbnb
ABNB
+$706K
5
SMLR
Semler Scientific
SMLR
+$649K

Sector Composition

1 Technology 38.9%
2 Industrials 22.52%
3 Healthcare 12.6%
4 Communication Services 8.23%
5 Financials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,470
102
– –
-4,965
103
– –
-2,530
104
– –
-4,426
105
– –
-898
106
– –
-900
107
– –
-2,000
1 2 3 4
5