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
76
$385K 0.2%
+2,767
77
$364K 0.19%
13,730
-7,971
78
$355K 0.19%
1,272
-200
79
$348K 0.18%
3,400
-4,432
80
$339K 0.18%
3,920
+101
81
$293K 0.15%
2,604
-4,471
82
$289K 0.15%
2,531
-120
83
$249K 0.13%
4,377
-9,596
84
$230K 0.12%
931
-5,746
85
$205K 0.11%
2,037
86
$204K 0.11%
583
-617
87
$204K 0.11%
+1,682
88
$101K 0.05%
14,855
-8,307
89
$68.6K 0.04%
12,725
-275
90
– –
-2,042
91
– –
-7,500
92
– –
-2,593
93
– –
-3,576
94
– –
-39,288
95
– –
-2,660
96
– –
-13,355
97
– –
-7,685
98
– –
-1,531
99
– –
-2,671
100
– –
-15,676
1 2 3
4
5