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
$189M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$791K
2 +$595K
3 +$565K
4
ASML icon
ASML
ASML
+$516K
5
OKTA icon
Okta
OKTA
+$390K

Top Sells

1 +$662K
2 +$405K
3 +$285K
4
CCS icon
Century Communities
CCS
+$273K
5
LEN.B icon
Lennar Class B
LEN.B
+$259K

Sector Composition

1 Technology 39.71%
2 Industrials 19.27%
3 Healthcare 11.26%
4 Communication Services 9.09%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$218K 0.12%
+5,000
102
$213K 0.11%
+5,000
103
$204K 0.11%
6,950
-450
104
-2,000
105
-10,225
106
-898
107
-1,578
108
-2,650