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
51
$801K 0.39%
9,001
+226
52
$800K 0.39%
15,676
+1,207
53
$798K 0.39%
13,973
+359
54
$790K 0.38%
7,685
-92
55
$787K 0.38%
+61,624
56
$783K 0.38%
+8,120
57
$781K 0.38%
+3,225
58
$773K 0.37%
1,766
-225
59
$770K 0.37%
+3,096
60
$762K 0.37%
1,531
+95
61
$713K 0.34%
2,213
+317
62
$677K 0.33%
2,514
-239
63
$674K 0.33%
4,314
+39
64
$652K 0.32%
+2,660
65
$641K 0.31%
7,075
-528
66
$632K 0.31%
1,165
-230
67
$619K 0.3%
+11,906
68
$616K 0.3%
1,973
+107
69
$607K 0.29%
7,832
+1,848
70
$607K 0.29%
21,701
-1,668
71
$573K 0.28%
+2,593
72
$570K 0.28%
+6,800
73
$548K 0.26%
5,860
-376
74
$547K 0.26%
28,782
+773
75
$516K 0.25%
5,514
+1,234
1 2
3
4 5