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
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$605K
3
+$588K
4
GS icon
Goldman Sachs
GS
+$558K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Top Sells

1
+$6.36M
2
+$799K
3
+$622K
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
$265B
$453K 0.22%
2,790
-1,058
VST icon
77
Vistra
VST
$53.8B
$421K 0.21%
+2,151
GARP
78
iShares MSCI USA Quality GARP ETF
GARP
$1.27B
$398K 0.19%
+6,066
APP icon
79
Applovin
APP
$169B
$387K 0.19%
539
-44
SCHD icon
80
Schwab US Dividend Equity ETF
SCHD
$84B
$375K 0.18%
13,730
IGM icon
81
iShares Expanded Tech Sector ETF
IGM
$8.11B
$344K 0.17%
2,730
+126
PIZ icon
82
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$659M
$340K 0.17%
+7,132
DXJ icon
83
WisdomTree Japan Hedged Equity Fund
DXJ
$6.12B
$312K 0.15%
2,437
-94
DASH icon
84
DoorDash
DASH
$77.8B
$309K 0.15%
1,136
+205
WTV icon
85
WisdomTree US Value Fund
WTV
$2.48B
$308K 0.15%
3,386
-534
SCHX icon
86
Schwab US Large- Cap ETF
SCHX
$62.9B
$286K 0.14%
+10,851
CRS icon
87
Carpenter Technology
CRS
$19.3B
$266K 0.13%
1,085
-1,121
GEV icon
88
GE Vernova
GEV
$213B
$266K 0.13%
+432
IYF icon
89
iShares US Financials ETF
IYF
$3.72B
$253K 0.12%
1,999
+317
EVLN icon
90
Eaton Vance Floating-Rate ETF
EVLN
$1.31B
$253K 0.12%
+5,089
JEPI icon
91
JPMorgan Equity Premium Income ETF
JEPI
$43.6B
$241K 0.12%
4,221
-156
ORCL icon
92
Oracle
ORCL
$440B
$228K 0.11%
+812
SOXX icon
93
iShares Semiconductor ETF
SOXX
$20.4B
$214K 0.1%
+790
NOBL icon
94
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$210K 0.1%
2,037
EOD
95
Allspring Global Dividend Opportunity Fund
EOD
$262M
$96.6K 0.05%
16,950
+4,225
CRF
96
Cornerstone Total Return Fund
CRF
$1.11B
$81.1K 0.04%
+10,088
IBM icon
97
IBM
IBM
$243B
– –
-2,008
USA icon
98
Liberty All-Star Equity Fund
USA
$1.72B
– –
-14,855
WMT icon
99
Walmart Inc
WMT
$987B
– –
-5,726
ACN icon
100
Accenture
ACN
$132B
– –
-1,996
1 2 3
4
5