LAI

Legal Advantage Investments Portfolio holdings

AUM $194M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$597K
4
PANW icon
Palo Alto Networks
PANW
+$534K
5
TDG icon
TransDigm Group
TDG
+$507K

Top Sells

1
+$3.71M
2
+$1.02M
3
+$823K
4
ZBH icon
Zimmer Biomet
ZBH
+$808K
5
NTRA icon
Natera
NTRA
+$591K

Sector Composition

1 Technology 38.19%
2 Industrials 20%
3 Healthcare 12.73%
4 Communication Services 10.24%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.38M 4.22%
56,429
-1,775
2
$9.07M 4.08%
6,882
+355
3
$7.82M 3.52%
68,276
4
$7.8M 3.51%
35,545
+210
5
$7.73M 3.48%
14,925
-225
6
$7.56M 3.4%
14,830
7
$7.39M 3.33%
57,292
-675
8
$7.15M 3.22%
39,175
-6,275
9
$6.53M 2.94%
60,650
+50
10
$6.27M 2.82%
30,790
+2,790
11
$6.21M 2.8%
65,060
-1,600
12
$5.94M 2.68%
19,955
-200
13
$5.94M 2.68%
6,140
+510
14
$4.84M 2.18%
9,248
15
$4.72M 2.12%
2,018
+32
16
$4.71M 2.12%
16,736
-60
17
$4.66M 2.1%
14,199
18
$4.63M 2.08%
24,796
19
$4.56M 2.05%
21,120
+2,650
20
$4.3M 1.94%
6,301
-600
21
$4.23M 1.91%
25,307
-1,186
22
$4.23M 1.9%
16,599
-266
23
$4.06M 1.83%
6,360
-35
24
$4.05M 1.82%
8,354
+25
25
$3.88M 1.75%
26,110
1
2 3 4