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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$7.85M
3
+$5.09M
4
TYL icon
Tyler Technologies
TYL
+$4.68M
5
XYZ
Block Inc
XYZ
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.42%
2 Healthcare 21.98%
3 Industrials 21.91%
4 Consumer Discretionary 8%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.81M 6.86%
+228,947
2
$7.85M 6.11%
+68,927
3
$5.09M 3.97%
+28,121
4
$4.68M 3.65%
+10,730
5
$4.54M 3.53%
+20,845
6
$4.37M 3.4%
+38,731
7
$4.2M 3.27%
+8,401
8
$4.13M 3.21%
+28,348
9
$4.07M 3.17%
+14,950
10
$3.9M 3.04%
+43,200
11
$3.83M 2.98%
+6,185
12
$3.68M 2.86%
+17,183
13
$3.3M 2.57%
+7,083
14
$3.2M 2.49%
+8,425
15
$2.84M 2.21%
+20,180
16
$2.79M 2.17%
+41,740
17
$2.51M 1.96%
+34,550
18
$2.4M 1.87%
+14,500
19
$2.33M 1.81%
+14,300
20
$2.22M 1.73%
+9,481
21
$2.16M 1.68%
+75,066
22
$2.07M 1.61%
+9,596
23
$2.02M 1.58%
+24,325
24
$2M 1.56%
+6,558
25
$1.7M 1.32%
+4,713
1
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