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
51
$968K 0.51%
1,805
-408
52
$964K 0.51%
8,800
-201
53
$841K 0.44%
2,450
-170
54
$813K 0.43%
2,055
-159
55
$799K 0.42%
3,241
+16
56
$749K 0.39%
+8,534
57
$746K 0.39%
4,205
-109
58
$721K 0.38%
2,262
-252
59
$701K 0.37%
+3,848
60
$692K 0.36%
5,377
-2,949
61
$632K 0.33%
+4,457
62
$623K 0.33%
939
-226
63
$618K 0.32%
+2,206
64
$606K 0.32%
1,441
-325
65
$597K 0.31%
1,996
+23
66
$593K 0.31%
+6,008
67
$592K 0.31%
2,008
-1,088
68
$572K 0.3%
+6,136
69
$560K 0.29%
5,726
+418
70
$553K 0.29%
4,307
-2,277
71
$546K 0.29%
5,720
+206
72
$535K 0.28%
1,759
+242
73
$520K 0.27%
5,710
-1,090
74
$484K 0.25%
2,015
-228
75
$403K 0.21%
9,494
-2,226
1 2
3
4 5