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
$206M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$682K
3
+$672K
4
GS icon
Goldman Sachs
GS
+$600K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$523K

Top Sells

1
+$6.8M
2
+$799K
3
+$624K
4
ACN icon
Accenture
ACN
+$597K
5
IBM icon
IBM
IBM
+$592K

Sector Composition

1 Technology 49.52%
2 Industrials 8.85%
3 Communication Services 4.18%
4 Financials 4.04%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYS icon
51
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$809K 0.39%
8,454
+2,734
BSX icon
52
Boston Scientific
BSX
$145B
$797K 0.39%
8,165
-1,402
AXP icon
53
American Express
AXP
$256B
$785K 0.38%
2,362
+100
SYK icon
54
Stryker
SYK
$139B
$760K 0.37%
2,056
+1
VGT icon
55
Vanguard Information Technology ETF
VGT
$115B
$720K 0.35%
964
+25
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.09T
$718K 0.35%
1,429
-783
BK icon
57
Bank of New York Mellon
BK
$79.5B
$706K 0.34%
6,480
+770
VRTX icon
58
Vertex Pharmaceuticals
VRTX
$116B
$692K 0.34%
1,768
-463
TSM icon
59
TSMC
TSM
$1.52T
$672K 0.33%
+2,405
PGR icon
60
Progressive
PGR
$133B
$662K 0.32%
2,680
-963
MSI icon
61
Motorola Solutions
MSI
$61.9B
$659K 0.32%
1,442
+1
VRT icon
62
Vertiv
VRT
$69.8B
$656K 0.32%
4,349
+42
PPA icon
63
Invesco Aerospace & Defense ETF
PPA
$6.58B
$634K 0.31%
4,078
-379
FLOT icon
64
iShares Floating Rate Bond ETF
FLOT
$8.96B
$616K 0.3%
12,065
-12,212
UBER icon
65
Uber
UBER
$189B
$601K 0.29%
6,136
GS icon
66
Goldman Sachs
GS
$251B
$600K 0.29%
+753
PLTR icon
67
Palantir
PLTR
$424B
$595K 0.29%
3,262
+495
GLD icon
68
SPDR Gold Trust
GLD
$141B
$540K 0.26%
1,519
-240
SMH icon
69
VanEck Semiconductor ETF
SMH
$36.4B
$526K 0.26%
1,613
+341
VCIT icon
70
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$523K 0.25%
+6,213
JPM icon
71
JPMorgan Chase
JPM
$861B
$519K 0.25%
+1,644
ANET icon
72
Arista Networks
ANET
$162B
$515K 0.25%
3,535
+135
BBLU icon
73
EA Bridgeway Blue Chip ETF
BBLU
$353M
$510K 0.25%
33,946
-37,068
MTUM icon
74
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
$493K 0.24%
1,922
-93
XMMO icon
75
Invesco S&P MidCap Momentum ETF
XMMO
$4.96B
$463K 0.23%
3,423
-1,954
1 2
3
4 5