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
76
$475K 0.23%
6,584
-527
77
$466K 0.23%
5,308
+200
78
$453K 0.22%
2,243
-46
79
$440K 0.21%
5,087
-997
80
$437K 0.21%
+1,517
81
$344K 0.17%
+3,576
82
$318K 0.15%
1,200
+234
83
$314K 0.15%
+3,819
84
$311K 0.15%
1,472
-667
85
$305K 0.15%
+13,355
86
$299K 0.14%
2,042
+486
87
$292K 0.14%
2,651
-22
88
$257K 0.12%
+5,075
89
$254K 0.12%
+5,848
90
$244K 0.12%
2,671
-3,311
91
$223K 0.11%
+7,500
92
$209K 0.1%
17,083
-1,919
93
$208K 0.1%
2,037
-298
94
$152K 0.07%
23,162
+8,402
95
$64.3K 0.03%
13,000
+2,090
96
– –
-2,521
97
– –
-543
98
– –
-50,814
99
– –
-9,083
100
– –
-4,497
1 2 3
4
5