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
$146M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$398K
3
+$324K
4
CRM icon
Salesforce
CRM
+$244K
5
TWLO icon
Twilio
TWLO
+$236K

Top Sells

1
+$900K
2
+$230K
3
+$68.8K
4
TEAM icon
Atlassian
TEAM
+$17K
5
SSNC icon
SS&C Technologies
SSNC
+$14.4K

Sector Composition

1 Technology 29.76%
2 Healthcare 22.46%
3 Industrials 22.07%
4 Consumer Discretionary 7.97%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 7.78%
229,620
+2
2
$7.41M 5.08%
69,345
-82
3
$7.07M 4.84%
40,227
+4,800
4
$6.46M 4.42%
28,098
-50
5
$5.23M 3.58%
8,931
+20
6
$5.09M 3.48%
20,870
+25
7
$4.88M 3.34%
10,790
8
$4.83M 3.3%
39,456
+500
9
$4.7M 3.22%
15,120
10
$4.13M 2.83%
8,425
11
$4.12M 2.82%
17,204
12
$4.04M 2.77%
6,238
13
$3.58M 2.45%
43,100
14
$3.58M 2.45%
7,095
+2
15
$3.15M 2.16%
42,500
16
$2.76M 1.89%
14,809
+1
17
$2.75M 1.88%
20,280
18
$2.49M 1.71%
34,558
-200
19
$2.42M 1.65%
9,405
-66
20
$2.39M 1.64%
13,900
-400
21
$2.38M 1.63%
6,558
22
$2.19M 1.5%
4,755
23
$1.99M 1.37%
73,850
-320
24
$1.99M 1.36%
13,630
+80
25
$1.94M 1.33%
13,600
1
2 3 4