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
PM icon
76
Philip Morris
PM
$260B
$453K 0.22%
2,790
-1,058
VST icon
77
Vistra
VST
$53.5B
$421K 0.21%
+2,151
GARP
78
iShares MSCI USA Quality GARP ETF
GARP
$1.15B
$398K 0.19%
+6,066
APP icon
79
Applovin
APP
$191B
$387K 0.19%
539
-44
SCHD icon
80
Schwab US Dividend Equity ETF
SCHD
$75.1B
$375K 0.18%
13,730
IGM icon
81
iShares Expanded Tech Sector ETF
IGM
$8.76B
$344K 0.17%
2,730
+126
PIZ icon
82
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$553M
$340K 0.17%
+7,132
DXJ icon
83
WisdomTree Japan Hedged Equity Fund
DXJ
$5.77B
$312K 0.15%
2,437
-94
DASH icon
84
DoorDash
DASH
$89B
$309K 0.15%
1,136
+205
WTV icon
85
WisdomTree US Value Fund
WTV
$2.28B
$308K 0.15%
3,386
-534
SCHX icon
86
Schwab US Large- Cap ETF
SCHX
$63.2B
$286K 0.14%
+10,851
CRS icon
87
Carpenter Technology
CRS
$16.5B
$266K 0.13%
1,085
-1,121
GEV icon
88
GE Vernova
GEV
$185B
$266K 0.13%
+432
IYF icon
89
iShares US Financials ETF
IYF
$4.25B
$253K 0.12%
1,999
+317
EVLN icon
90
Eaton Vance Floating-Rate ETF
EVLN
$1.34B
$253K 0.12%
+5,089
JEPI icon
91
JPMorgan Equity Premium Income ETF
JEPI
$42.1B
$241K 0.12%
4,221
-156
ORCL icon
92
Oracle
ORCL
$522B
$228K 0.11%
+812
SOXX icon
93
iShares Semiconductor ETF
SOXX
$20.3B
$214K 0.1%
+790
NOBL icon
94
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$210K 0.1%
2,037
EOD
95
Allspring Global Dividend Opportunity Fund
EOD
$255M
$96.6K 0.05%
16,950
+4,225
CRF
96
Cornerstone Total Return Fund
CRF
$1.22B
$81.1K 0.04%
+10,088
ACN icon
97
Accenture
ACN
$171B
– –
-1,996
IBM icon
98
IBM
IBM
$275B
– –
-2,008
RSG icon
99
Republic Services
RSG
$65.3B
– –
-3,241
USA icon
100
Liberty All-Star Equity Fund
USA
$1.84B
– –
-14,855
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4
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