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
JPLD icon
26
JPMorgan Limited Duration Bond ETF
JPLD
$3.57B
$1.76M 0.85%
33,597
+2,043
FFLC icon
27
Fidelity Fundamental Large Cap Core ETF
FFLC
$976M
$1.75M 0.85%
32,782
+477
TT icon
28
Trane Technologies
TT
$93.7B
$1.75M 0.85%
4,485
-166
APH icon
29
Amphenol
APH
$162B
$1.74M 0.84%
12,883
+1,366
V icon
30
Visa
V
$610B
$1.73M 0.84%
4,944
-184
BKNG icon
31
Booking.com
BKNG
$144B
$1.73M 0.84%
322
-13
VIG icon
32
Vanguard Dividend Appreciation ETF
VIG
$102B
$1.71M 0.83%
7,794
-39
COST icon
33
Costco
COST
$443B
$1.68M 0.82%
1,954
-148
ICSH icon
34
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$1.62M 0.79%
32,029
-3,199
XLG icon
35
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$1.6M 0.77%
26,934
+2,290
MCK icon
36
McKesson
MCK
$113B
$1.51M 0.73%
1,843
+113
TPR icon
37
Tapestry
TPR
$29.2B
$1.47M 0.71%
11,477
-267
PWR icon
38
Quanta Services
PWR
$80.8B
$1.33M 0.65%
3,162
-13
AIQ icon
39
Global X Artificial Intelligence & Technology ETF
AIQ
$7.6B
$1.31M 0.64%
25,805
+801
EME icon
40
Emcor
EME
$31.4B
$1.26M 0.61%
2,059
-44
LVHI icon
41
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.4B
$1.22M 0.59%
33,244
+2,770
VCIT icon
42
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.1B
$1.21M 0.59%
14,507
+8,294
NOW icon
43
ServiceNow
NOW
$130B
$1.18M 0.57%
7,675
-850
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.61T
$1.17M 0.57%
3,727
-150
JAAA icon
45
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$1.09M 0.53%
21,492
+931
SPHQ icon
46
Invesco S&P 500 Quality ETF
SPHQ
$16B
$987K 0.48%
13,155
-4,568
SMH icon
47
VanEck Semiconductor ETF
SMH
$43.4B
$968K 0.47%
2,689
+1,076
ETN icon
48
Eaton
ETN
$135B
$940K 0.46%
2,951
-113
HYS icon
49
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.62B
$927K 0.45%
9,775
+1,321
AXP icon
50
American Express
AXP
$207B
$905K 0.44%
2,447
+85
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