KIM

Kane Investment Management Portfolio holdings

AUM $191M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.71M
3
+$1.28M
4
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$1.15M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.07M

Top Sells

1
+$54.3M
2
+$4.76M
3
+$2.03M
4
DASH icon
DoorDash
DASH
+$1.42M
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.27M

Sector Composition

1 Technology 48.55%
2 Industrials 9.3%
3 Financials 4.02%
4 Healthcare 3.9%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILCG icon
26
iShares Morningstar Growth ETF
ILCG
$3.05B
$1.76M 0.92%
18,135
+308
VOO icon
27
Vanguard S&P 500 ETF
VOO
$757B
$1.72M 0.9%
3,019
-177
JPLD icon
28
JPMorgan Limited Duration Bond ETF
JPLD
$2.89B
$1.69M 0.89%
32,415
+20,509
MCK icon
29
McKesson
MCK
$97.8B
$1.68M 0.88%
2,283
+452
GE icon
30
GE Aerospace
GE
$318B
$1.65M 0.86%
6,383
+1,504
VIG icon
31
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$1.62M 0.85%
7,942
-544
IOO icon
32
iShares Global 100 ETF
IOO
$7.35B
$1.61M 0.84%
14,926
-577
FFLC icon
33
Fidelity Fundamental Large Cap Core ETF
FFLC
$875M
$1.43M 0.75%
29,303
+23,455
LRCX icon
34
Lam Research
LRCX
$178B
$1.34M 0.7%
13,702
-1,215
SPHQ icon
35
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.32M 0.69%
18,472
+2,941
XLG icon
36
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$1.31M 0.69%
25,063
-6,455
NFLX icon
37
Netflix
NFLX
$510B
$1.28M 0.67%
+951
LVHI icon
38
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
$1.25M 0.66%
38,995
-346
FLOT icon
39
iShares Floating Rate Bond ETF
FLOT
$8.98B
$1.24M 0.65%
24,277
+2,648
PWR icon
40
Quanta Services
PWR
$64.6B
$1.21M 0.64%
3,201
-1,119
EME icon
41
Emcor
EME
$30.8B
$1.11M 0.58%
2,073
-1,077
JAAA icon
42
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$1.09M 0.57%
21,447
-5,271
XLC icon
43
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$1.08M 0.57%
9,972
+1,852
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.07M 0.56%
2,212
+340
ETN icon
45
Eaton
ETN
$145B
$1.07M 0.56%
3,000
-214
BSX icon
46
Boston Scientific
BSX
$147B
$1.03M 0.54%
9,567
-1,047
AIQ icon
47
Global X Artificial Intelligence & Technology ETF
AIQ
$5.45B
$1.02M 0.53%
23,124
+1,080
VRTX icon
48
Vertex Pharmaceuticals
VRTX
$107B
$993K 0.52%
2,231
-89
BBLU icon
49
EA Bridgeway Blue Chip ETF
BBLU
$323M
$977K 0.51%
71,014
+9,390
PGR icon
50
Progressive
PGR
$132B
$972K 0.51%
3,643
-682
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