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
$207M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$4.79M
3
+$1.51M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.27M
5
DASH icon
DoorDash
DASH
+$1.22M

Top Sells

1
+$1.47M
2
+$1.41M
3
+$1.21M
4
NVO icon
Novo Nordisk
NVO
+$781K
5
TOL icon
Toll Brothers
TOL
+$778K

Sector Composition

1 Technology 54.32%
2 Industrials 6.87%
3 Financials 4.48%
4 Healthcare 4.11%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.72%
15,503
-5,870
27
$1.48M 0.72%
11,427
+3,247
28
$1.45M 0.7%
31,518
-11,432
29
$1.44M 0.7%
17,827
-175
30
$1.35M 0.65%
26,718
+6,752
31
$1.27M 0.61%
+39,341
32
$1.27M 0.61%
88,845
+14,456
33
$1.23M 0.6%
1,831
+530
34
$1.22M 0.59%
4,325
+700
35
$1.22M 0.59%
+6,677
36
$1.16M 0.56%
3,150
-356
37
$1.12M 0.54%
2,320
+99
38
$1.1M 0.53%
21,629
+4,255
39
$1.1M 0.53%
4,320
-2,549
40
$1.08M 0.52%
14,917
+1,018
41
$1.07M 0.52%
10,614
+2,560
42
$1.03M 0.5%
15,531
+7,982
43
$997K 0.48%
1,872
+545
44
$977K 0.47%
+4,879
45
$947K 0.46%
8,326
+4,929
46
$915K 0.44%
2,620
+171
47
$874K 0.42%
3,214
-156
48
$824K 0.4%
2,214
+134
49
$813K 0.39%
8,073
+4,206
50
$802K 0.39%
22,044
+2,093
1
2
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