KIM
Kane Investment Management Portfolio holdings
AUM
$191M
1 Year Est. Return
–
AUM
$191M
AUM Growth
-$16.6M
(-8%)
Holding
104
Top Buys
| 1 | +$1.83M | |
| 2 | +$1.71M | |
| 3 | +$1.28M | |
| 4 |
Fidelity Fundamental Large Cap Core ETF
FFLC
|
+$1.15M |
| 5 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$1.07M |
Top Sells
| 1 | +$54.3M | |
| 2 | +$4.76M | |
| 3 | +$2.03M | |
| 4 |
DoorDash
DASH
|
+$1.42M |
| 5 |
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
|
+$1.27M |
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 | |
|---|---|---|---|---|---|---|
101
Pultegroup
PHM
$24.6B
| – | – |
-7,685
|
|
||
102
Thermo Fisher Scientific
TMO
$204B
| – | – |
-1,531
|
|
||
103
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
| – | – |
-2,671
|
|
||
|
GARP
104
iShares MSCI USA Quality GARP ETF
GARP
$709M
| – | – |
-15,676
|
|