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
BKNG icon
26
Booking.com
BKNG
$162B
$1.81M 0.88%
335
-1
IOO icon
27
iShares Global 100 ETF
IOO
$7.97B
$1.79M 0.87%
14,937
+11
ICSH icon
28
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.55B
$1.79M 0.87%
35,228
-3,605
V icon
29
Visa
V
$631B
$1.75M 0.85%
5,128
-69
VIG icon
30
Vanguard Dividend Appreciation ETF
VIG
$101B
$1.69M 0.82%
7,833
-109
FFLC icon
31
Fidelity Fundamental Large Cap Core ETF
FFLC
$927M
$1.68M 0.82%
32,305
+3,002
JPLD icon
32
JPMorgan Limited Duration Bond ETF
JPLD
$3.02B
$1.66M 0.81%
31,554
-861
FIX icon
33
Comfort Systems
FIX
$35.4B
$1.58M 0.77%
1,910
+105
NOW icon
34
ServiceNow
NOW
$174B
$1.57M 0.76%
1,705
-5
APH icon
35
Amphenol
APH
$171B
$1.43M 0.69%
11,517
+5,509
XLG icon
36
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$1.42M 0.69%
24,644
-419
EME icon
37
Emcor
EME
$28.4B
$1.37M 0.66%
2,103
+30
MCK icon
38
McKesson
MCK
$100B
$1.34M 0.65%
1,730
-553
TPR icon
39
Tapestry
TPR
$23.5B
$1.33M 0.65%
11,744
+3,210
PWR icon
40
Quanta Services
PWR
$69.3B
$1.32M 0.64%
3,175
-26
SPHQ icon
41
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$1.3M 0.63%
17,723
-749
AIQ icon
42
Global X Artificial Intelligence & Technology ETF
AIQ
$7.11B
$1.23M 0.6%
25,004
+1,880
NFLX icon
43
Netflix
NFLX
$436B
$1.23M 0.6%
10,250
+740
ETN icon
44
Eaton
ETN
$132B
$1.15M 0.56%
3,064
+64
LVHI icon
45
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.59B
$1.06M 0.52%
30,474
-8,521
JAAA icon
46
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$1.04M 0.51%
20,561
-886
IGV icon
47
iShares Expanded Tech-Software Sector ETF
IGV
$8.46B
$1.01M 0.49%
8,800
XLC icon
48
State Street Communication Services Select Sector SPDR ETF
XLC
$26.3B
$953K 0.46%
8,054
-1,918
GOOG icon
49
Alphabet (Google) Class C
GOOG
$3.84T
$944K 0.46%
3,877
-328
SHW icon
50
Sherwin-Williams
SHW
$83.1B
$848K 0.41%
2,450
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