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
$134M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$687K
3
+$602K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$441K
5
TWLO icon
Twilio
TWLO
+$327K

Top Sells

1
+$860K
2
+$638K
3
+$252K
4
PAGS icon
PagSeguro Digital
PAGS
+$228K
5
VAR
Varian Medical Systems, Inc.
VAR
+$159K

Sector Composition

1 Technology 29.02%
2 Industrials 21.96%
3 Healthcare 21.35%
4 Consumer Discretionary 8.24%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.07M 6.78%
229,618
+671
2
$8.27M 6.18%
69,427
+500
3
$6.54M 4.89%
35,427
+7,306
4
$4.88M 3.65%
38,956
+225
5
$4.74M 3.55%
28,148
-200
6
$4.73M 3.54%
20,845
7
$4.58M 3.43%
10,790
+60
8
$4.38M 3.28%
17,204
+21
9
$4.24M 3.17%
8,911
+510
10
$3.95M 2.95%
15,120
+170
11
$3.69M 2.76%
43,100
-100
12
$3.67M 2.74%
6,238
+53
13
$3.24M 2.42%
7,093
+10
14
$3.23M 2.41%
8,425
15
$2.94M 2.2%
42,500
+760
16
$2.75M 2.06%
20,280
+100
17
$2.61M 1.95%
31,625
+7,300
18
$2.43M 1.82%
34,758
+208
19
$2.33M 1.74%
14,808
+308
20
$2.22M 1.66%
74,170
-896
21
$2.21M 1.65%
14,300
22
$2.12M 1.59%
6,558
23
$2M 1.49%
9,471
-10
24
$1.95M 1.46%
9,688
+92
25
$1.82M 1.36%
13,600
1
2 3 4