KIM

Kane Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 35.14%
This Quarter Est. Return
1 Year Est. Return
+35.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$682K
3
+$672K
4
GS icon
Goldman Sachs
GS
+$600K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$523K

Top Sells

1
+$6.8M
2
+$799K
3
+$624K
4
ACN icon
Accenture
ACN
+$597K
5
IBM icon
IBM
IBM
+$592K

Sector Composition

1 Technology 49.52%
2 Industrials 8.85%
3 Communication Services 4.18%
4 Financials 4.04%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.46T
$68.8M 33.47%
368,710
-36,460
AAPL icon
2
Apple
AAPL
$4.15T
$10.3M 5%
40,352
-292
MSFT icon
3
Microsoft
MSFT
$3.57T
$6.34M 3.09%
12,244
-66
SCHG icon
4
Schwab US Large-Cap Growth ETF
SCHG
$52.7B
$4.89M 2.38%
153,377
-5,334
CTAS icon
5
Cintas
CTAS
$74B
$4.58M 2.23%
22,320
-1,369
AMZN icon
6
Amazon
AMZN
$2.45T
$4.35M 2.12%
19,832
+30
SGOV icon
7
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$4.32M 2.1%
42,861
+16,902
AVGO icon
8
Broadcom
AVGO
$1.8T
$3.88M 1.89%
11,765
+1,145
SPMO icon
9
Invesco S&P 500 Momentum ETF
SPMO
$13B
$3.55M 1.73%
29,290
+161
QQQ icon
10
Invesco QQQ Trust
QQQ
$407B
$3.47M 1.69%
5,787
-63
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.82T
$3.19M 1.55%
13,112
+1,068
LLY icon
12
Eli Lilly
LLY
$908B
$2.86M 1.39%
3,747
-6
META icon
13
Meta Platforms (Facebook)
META
$1.67T
$2.85M 1.39%
3,886
+74
HWM icon
14
Howmet Aerospace
HWM
$79B
$2.66M 1.29%
13,555
+547
MA icon
15
Mastercard
MA
$487B
$2.56M 1.25%
4,504
+1
KLAC icon
16
KLA
KLAC
$159B
$2.41M 1.17%
2,232
+1
GE icon
17
GE Aerospace
GE
$308B
$2.4M 1.17%
7,975
+1,592
VUG icon
18
Vanguard Growth ETF
VUG
$202B
$2.29M 1.11%
4,778
+197
XLK icon
19
State Street Technology Select Sector SPDR ETF
XLK
$47.6B
$2.14M 1.04%
7,587
-109
VOO icon
20
Vanguard S&P 500 ETF
VOO
$803B
$2.01M 0.98%
3,277
+258
PANW icon
21
Palo Alto Networks
PANW
$136B
$1.96M 0.96%
9,647
-1,619
TT icon
22
Trane Technologies
TT
$89.9B
$1.96M 0.95%
4,651
-23
COST icon
23
Costco
COST
$396B
$1.95M 0.95%
2,102
-394
ILCG icon
24
iShares Morningstar Growth ETF
ILCG
$3.01B
$1.89M 0.92%
18,146
+11
LRCX icon
25
Lam Research
LRCX
$197B
$1.86M 0.91%
13,915
+213
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