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
$206M
AUM Growth
+$606K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$506K
3
+$492K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$482K
5
HCA icon
HCA Healthcare
HCA
+$466K

Top Sells

1
+$1.81M
2
+$1.02M
3
+$616K
4
UBER icon
Uber
UBER
+$601K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$586K

Sector Composition

1 Technology 49.66%
2 Industrials 8.48%
3 Communication Services 4.3%
4 Healthcare 4.15%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
76
Schwab US Large- Cap ETF
SCHX
$62.9B
$436K 0.21%
16,206
+5,355
GARP
77
iShares MSCI USA Quality GARP ETF
GARP
$1.27B
$427K 0.21%
6,267
+201
GILD icon
78
Gilead Sciences
GILD
$179B
$418K 0.2%
+3,406
XMMO icon
79
Invesco S&P MidCap Momentum ETF
XMMO
$5.46B
$399K 0.19%
2,880
-543
DXJ icon
80
WisdomTree Japan Hedged Equity Fund
DXJ
$6.12B
$390K 0.19%
2,707
+270
PIZ icon
81
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$659M
$377K 0.18%
7,699
+567
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$84B
$357K 0.17%
13,010
-720
XLC icon
83
State Street Communication Services Select Sector SPDR ETF
XLC
$27B
$349K 0.17%
2,962
-5,092
CGDV icon
84
Capital Group Dividend Value ETF
CGDV
$29.9B
$343K 0.17%
+7,854
IYF icon
85
iShares US Financials ETF
IYF
$3.72B
$313K 0.15%
2,430
+431
WELL icon
86
Welltower
WELL
$143B
$278K 0.13%
+1,496
SOXX icon
87
iShares Semiconductor ETF
SOXX
$20.4B
$239K 0.12%
795
+5
GEV icon
88
GE Vernova
GEV
$213B
$235K 0.11%
359
-73
NEM icon
89
Newmont
NEM
$127B
$231K 0.11%
+2,310
PHK
90
PIMCO High Income Fund
PHK
$848M
$213K 0.1%
+43,757
BIV icon
91
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$213K 0.1%
+2,730
IPKW icon
92
Invesco International BuyBack Achievers ETF
IPKW
$526M
$208K 0.1%
+3,747
PH icon
93
Parker-Hannifin
PH
$117B
$207K 0.1%
+235
EOD
94
Allspring Global Dividend Opportunity Fund
EOD
$262M
$199K 0.1%
34,099
+17,149
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$43.6B
– –
-4,221
WTV icon
96
WisdomTree US Value Fund
WTV
$2.48B
– –
-3,386
EVLN icon
97
Eaton Vance Floating-Rate ETF
EVLN
$1.31B
– –
-5,089
CRF
98
Cornerstone Total Return Fund
CRF
$1.11B
– –
-10,088
CRS icon
99
Carpenter Technology
CRS
$19.3B
– –
-1,085
DASH icon
100
DoorDash
DASH
$77.8B
– –
-1,136
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4
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