KIM

Kane Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 31.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$606K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$506K
3
+$492K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$482K
5
HCA icon
HCA Healthcare
HCA
+$466K

Top Sells

1
+$1.81M
2
+$1.02M
3
+$616K
4
UBER icon
Uber
UBER
+$601K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$586K

Sector Composition

1 Technology 49.66%
2 Industrials 8.48%
3 Communication Services 4.3%
4 Healthcare 4.15%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.32T
$67.7M 32.86%
363,224
-5,486
AAPL icon
2
Apple
AAPL
$3.78T
$11.3M 5.5%
41,683
+1,331
MSFT icon
3
Microsoft
MSFT
$3.04T
$5.78M 2.8%
11,950
-294
SCHG icon
4
Schwab US Large-Cap Growth ETF
SCHG
$50.2B
$4.82M 2.34%
147,852
-5,525
AMZN icon
5
Amazon
AMZN
$2.29T
$4.69M 2.28%
20,332
+500
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.61T
$4.43M 2.15%
14,151
+1,039
AVGO icon
7
Broadcom
AVGO
$1.57T
$4.2M 2.04%
12,140
+375
LLY icon
8
Eli Lilly
LLY
$884B
$4M 1.94%
3,719
-28
CTAS icon
9
Cintas
CTAS
$81.4B
$3.86M 1.87%
20,539
-1,781
SPMO icon
10
Invesco S&P 500 Momentum ETF
SPMO
$13.3B
$3.5M 1.7%
29,330
+40
QQQ icon
11
Invesco QQQ Trust
QQQ
$393B
$3.43M 1.67%
5,590
-197
LRCX icon
12
Lam Research
LRCX
$249B
$2.94M 1.43%
17,168
+3,253
KLAC icon
13
KLA
KLAC
$176B
$2.91M 1.41%
2,394
+162
HWM icon
14
Howmet Aerospace
HWM
$100B
$2.78M 1.35%
13,552
-3
GE icon
15
GE Aerospace
GE
$339B
$2.55M 1.24%
8,277
+302
MA icon
16
Mastercard
MA
$466B
$2.52M 1.22%
4,415
-89
SGOV icon
17
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.9B
$2.49M 1.21%
24,835
-18,026
VUG icon
18
Vanguard Growth ETF
VUG
$194B
$2.38M 1.16%
4,884
+106
META icon
19
Meta Platforms (Facebook)
META
$1.63T
$2.28M 1.11%
3,451
-435
VOO icon
20
Vanguard S&P 500 ETF
VOO
$838B
$2.19M 1.06%
3,491
+214
XLK icon
21
State Street Technology Select Sector SPDR ETF
XLK
$86.8B
$2.06M 1%
14,320
-854
IOO icon
22
iShares Global 100 ETF
IOO
$7.81B
$1.94M 0.94%
15,345
+408
FIX icon
23
Comfort Systems
FIX
$45B
$1.85M 0.9%
1,983
+73
ILCG icon
24
iShares Morningstar Growth ETF
ILCG
$2.8B
$1.85M 0.9%
17,735
-411
PANW icon
25
Palo Alto Networks
PANW
$135B
$1.78M 0.87%
9,681
+34
1
2 3 4 5