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

Top Buys

1
+$1.83M
2
+$1.71M
3
+$1.28M
4
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$1.15M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.07M

Top Sells

1
+$54.3M
2
+$4.76M
3
+$2.03M
4
DASH icon
DoorDash
DASH
+$1.42M
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.27M

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
PLTR icon
76
Palantir
PLTR
$423B
$385K 0.2%
+2,767
SCHD icon
77
Schwab US Dividend Equity ETF
SCHD
$70B
$364K 0.19%
13,730
-7,971
SMH icon
78
VanEck Semiconductor ETF
SMH
$34.9B
$355K 0.19%
1,272
-200
ANET icon
79
Arista Networks
ANET
$180B
$348K 0.18%
3,400
-4,432
WTV icon
80
WisdomTree US Value Fund
WTV
$1.73B
$339K 0.18%
3,920
+101
IGM icon
81
iShares Expanded Tech Sector ETF
IGM
$9.57B
$293K 0.15%
2,604
-4,471
DXJ icon
82
WisdomTree Japan Hedged Equity Fund
DXJ
$3.93B
$289K 0.15%
2,531
-120
JEPI icon
83
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$249K 0.13%
4,377
-9,596
DASH icon
84
DoorDash
DASH
$112B
$230K 0.12%
931
-5,746
NOBL icon
85
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$205K 0.11%
2,037
APP icon
86
Applovin
APP
$203B
$204K 0.11%
583
-617
IYF icon
87
iShares US Financials ETF
IYF
$3.93B
$204K 0.11%
+1,682
USA icon
88
Liberty All-Star Equity Fund
USA
$1.84B
$101K 0.05%
14,855
-8,307
EOD
89
Allspring Global Dividend Opportunity Fund
EOD
$245M
$68.6K 0.04%
12,725
-275
ADX icon
90
Adams Diversified Equity Fund
ADX
$2.7B
– –
-28,782
ARES icon
91
Ares Management
ARES
$31.1B
– –
-2,042
BIP icon
92
Brookfield Infrastructure Partners
BIP
$15.9B
– –
-7,500
CAVA icon
93
CAVA Group
CAVA
$7.29B
– –
-5,087
EFR
94
Eaton Vance Senior Floating-Rate Fund
EFR
$329M
– –
-17,083
ETY icon
95
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.43B
– –
-88,845
FI icon
96
Fiserv
FI
$66.1B
– –
-2,593
FTNT icon
97
Fortinet
FTNT
$63.9B
– –
-3,576
JEPQ icon
98
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.6B
– –
-39,288
JPM icon
99
JPMorgan Chase
JPM
$810B
– –
-2,660
PEO
100
Adams Natural Resources Fund
PEO
$562M
– –
-13,355
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