KIM

Kane Investment Management Portfolio holdings

AUM $194M
1-Year Est. Return 43.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$833K
3
+$614K
4
NOC icon
Northrop Grumman
NOC
+$575K
5
HWM icon
Howmet Aerospace
HWM
+$441K

Top Sells

1
+$1.18M
2
+$645K
3
+$628K
4
JPM icon
JPMorgan Chase
JPM
+$584K
5
NFLX icon
Netflix
NFLX
+$536K

Sector Composition

1 Technology 48.3%
2 Industrials 11.12%
3 Communication Services 3.57%
4 Healthcare 3.47%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.3T
$63.1M 32.46%
361,780
-1,444
AAPL icon
2
Apple
AAPL
$4.57T
$10.4M 5.35%
40,996
-687
MSFT icon
3
Microsoft
MSFT
$3.18T
$3.99M 2.05%
10,833
-1,117
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.51T
$3.94M 2.03%
13,692
-459
AMZN icon
5
Amazon
AMZN
$2.73T
$3.9M 2%
18,702
-1,630
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$3.89M 2%
134,703
-13,149
LRCX icon
7
Lam Research
LRCX
$421B
$3.67M 1.89%
17,149
-19
HWM icon
8
Howmet Aerospace
HWM
$99.8B
$3.56M 1.83%
15,443
+1,891
KLAC icon
9
KLA
KLAC
$278B
$3.41M 1.75%
2,314
-80
AVGO icon
10
Broadcom
AVGO
$1.98T
$3.38M 1.74%
10,922
-1,218
CTAS icon
11
Cintas
CTAS
$72B
$3.37M 1.73%
19,906
-633
LLY icon
12
Eli Lilly
LLY
$1T
$3.21M 1.65%
3,489
-230
QQQ icon
13
Invesco QQQ Trust
QQQ
$469B
$3.2M 1.64%
5,538
-52
SPMO icon
14
Invesco S&P 500 Momentum ETF
SPMO
$19.1B
$2.9M 1.49%
25,955
-3,375
FIX icon
15
Comfort Systems
FIX
$67.4B
$2.73M 1.4%
1,979
-4
GE icon
16
GE Aerospace
GE
$342B
$2.37M 1.22%
8,355
+78
VOO icon
17
Vanguard S&P 500 ETF
VOO
$952B
$2.09M 1.08%
3,499
+8
MA icon
18
Mastercard
MA
$426B
$2.08M 1.07%
4,159
-256
COST icon
19
Costco
COST
$431B
$2.04M 1.05%
2,048
+94
SGOV icon
20
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
$2.01M 1.04%
20,389
-4,446
JPLD icon
21
JPMorgan Limited Duration Bond ETF
JPLD
$3.81B
$1.9M 0.97%
36,313
+2,716
XLK icon
22
State Street Technology Select Sector SPDR ETF
XLK
$117B
$1.88M 0.96%
14,115
-205
IOO icon
23
iShares Global 100 ETF
IOO
$8.68B
$1.85M 0.95%
15,325
-20
VUG icon
24
Vanguard Growth ETF
VUG
$221B
$1.85M 0.95%
25,380
-3,924
TT icon
25
Trane Technologies
TT
$103B
$1.81M 0.93%
4,334
-151
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