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
$191M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.71M
3
+$1.08M
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.06M
5
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$1.05M

Top Sells

1
+$43.3M
2
+$4.68M
3
+$2.03M
4
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.27M
5
DASH icon
DoorDash
DASH
+$1.15M

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
26
$1.76M 0.92%
18,135
+308
27
$1.72M 0.9%
3,019
-177
28
$1.69M 0.89%
32,415
+20,509
29
$1.68M 0.88%
2,283
+452
30
$1.65M 0.86%
6,383
+1,504
31
$1.62M 0.85%
7,942
-544
32
$1.61M 0.84%
14,926
-577
33
$1.43M 0.75%
29,303
+23,455
34
$1.34M 0.7%
13,702
-1,215
35
$1.32M 0.69%
18,472
+2,941
36
$1.31M 0.69%
25,063
-6,455
37
$1.28M 0.67%
+9,510
38
$1.25M 0.66%
38,995
-346
39
$1.24M 0.65%
24,277
+2,648
40
$1.21M 0.64%
3,201
-1,119
41
$1.11M 0.58%
2,073
-1,077
42
$1.09M 0.57%
21,447
-5,271
43
$1.08M 0.57%
9,972
+1,852
44
$1.07M 0.56%
2,212
+340
45
$1.07M 0.56%
3,000
-214
46
$1.03M 0.54%
9,567
-1,047
47
$1.02M 0.53%
23,124
+1,080
48
$993K 0.52%
2,231
-89
49
$977K 0.51%
71,014
+9,390
50
$972K 0.51%
3,643
-682
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