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
$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
IOO icon
26
iShares Global 100 ETF
IOO
$7.35B
$1.49M 0.72%
15,503
-5,870
HWM icon
27
Howmet Aerospace
HWM
$76.5B
$1.48M 0.72%
11,427
+3,247
XLG icon
28
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$1.45M 0.7%
31,518
-11,432
ILCG icon
29
iShares Morningstar Growth ETF
ILCG
$3.05B
$1.44M 0.7%
17,827
-175
JAAA icon
30
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$1.35M 0.65%
26,718
+6,752
LVHI icon
31
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
$1.27M 0.61%
+39,341
ETY icon
32
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.43B
$1.27M 0.61%
88,845
+14,456
MCK icon
33
McKesson
MCK
$97.8B
$1.23M 0.6%
1,831
+530
PGR icon
34
Progressive
PGR
$132B
$1.22M 0.59%
4,325
+700
DASH icon
35
DoorDash
DASH
$112B
$1.22M 0.59%
+6,677
EME icon
36
Emcor
EME
$30.8B
$1.16M 0.56%
3,150
-356
VRTX icon
37
Vertex Pharmaceuticals
VRTX
$107B
$1.12M 0.54%
2,320
+99
FLOT icon
38
iShares Floating Rate Bond ETF
FLOT
$8.98B
$1.1M 0.53%
21,629
+4,255
PWR icon
39
Quanta Services
PWR
$64.6B
$1.1M 0.53%
4,320
-2,549
LRCX icon
40
Lam Research
LRCX
$178B
$1.08M 0.52%
14,917
+1,018
BSX icon
41
Boston Scientific
BSX
$147B
$1.07M 0.52%
10,614
+2,560
SPHQ icon
42
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.03M 0.5%
15,531
+7,982
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.06T
$997K 0.48%
1,872
+545
GE icon
44
GE Aerospace
GE
$318B
$977K 0.47%
+4,879
XMMO icon
45
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
$947K 0.46%
8,326
+4,929
SHW icon
46
Sherwin-Williams
SHW
$82.5B
$915K 0.44%
2,620
+171
ETN icon
47
Eaton
ETN
$145B
$874K 0.42%
3,214
-156
SYK icon
48
Stryker
SYK
$143B
$824K 0.4%
2,214
+134
SGOV icon
49
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$813K 0.39%
8,073
+4,206
AIQ icon
50
Global X Artificial Intelligence & Technology ETF
AIQ
$5.45B
$802K 0.39%
22,044
+2,093
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