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
$179M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$643K
3
+$302K
4
PANW icon
Palo Alto Networks
PANW
+$284K
5
NICE icon
Nice
NICE
+$261K

Top Sells

1
+$5.48M
2
+$1.56M
3
+$760K
4
NVDA icon
NVIDIA
NVDA
+$591K
5
FTNT icon
Fortinet
FTNT
+$528K

Sector Composition

1 Technology 34.99%
2 Industrials 22.99%
3 Healthcare 14.86%
4 Communication Services 8.66%
5 Financials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 7.33%
163,763
-68,517
2
$9.07M 5.07%
56,737
-9,790
3
$7.98M 4.46%
6,476
-74
4
$6.71M 3.75%
54,803
+1,850
5
$6.46M 3.62%
15,366
-804
6
$5.59M 3.13%
11,078
-12
7
$5.28M 2.95%
29,275
+365
8
$4.91M 2.75%
7,553
-1,170
9
$4.83M 2.7%
20,840
-50
10
$4.77M 2.67%
8,199
11
$4.67M 2.61%
64,600
+2,300
12
$4.32M 2.42%
10,173
-777
13
$3.72M 2.08%
+14,322
14
$3.67M 2.05%
25,850
+2,000
15
$3.59M 2.01%
18,611
+100
16
$3.31M 1.85%
15,722
17
$3.3M 1.85%
43,740
18
$3.22M 1.8%
6,721
19
$3.05M 1.7%
14,781
-529
20
$2.75M 1.54%
5,666
-425
21
$2.69M 1.51%
4,990
22
$2.55M 1.42%
20,262
+100
23
$2.29M 1.28%
35,562
24
$2.11M 1.18%
21,589
-27
25
$2.08M 1.17%
3,985
-22
1
2 3 4 5