KIM
Kane Investment Management Portfolio holdings
AUM
$191M
This Quarter Return
-10%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+16%)
Cap. Flow
+$46.8M
Cap. Flow
% of AUM
22.57%
Top 10 Holdings %
Top 10 Hldgs %
61.26%
Holding
108
New
18
Increased
52
Reduced
25
Closed
13
Top Buys
| 1 |
NVIDIA
NVDA
|
$34.4M |
| 2 |
Apple
AAPL
|
$4.79M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
$1.51M |
| 4 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
$1.27M |
| 5 |
DoorDash
DASH
|
$1.22M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$1.47M |
| 2 |
Adobe
ADBE
|
$1.41M |
| 3 |
Chipotle Mexican Grill
CMG
|
$1.21M |
| 4 |
Novo Nordisk
NVO
|
$781K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$242B
| – | – |
-1,981
| Closed | -$662K |
|
102
FTAI Aviation
FTAI
$15.4B
| – | – |
-2,521
| Closed | -$363K |
|
103
W.W. Grainger
GWW
$48B
| – | – |
-543
| Closed | -$573K |
|
104
Nuveen Floating Rate Income Fund
JFR
$1.13B
| – | – |
-50,814
| Closed | -$453K |
|
|
105
Novo Nordisk
NVO
$253B
| – | – |
-9,083
| Closed | -$781K |
|
106
Oracle
ORCL
$620B
| – | – |
-4,497
| Closed | -$749K |
|
107
Direxion Daily Technology Bull 3x Shares
TECL
$3.28B
| – | – |
-2,263
| Closed | -$205K |
|
|
108
Toll Brothers
TOL
$13.2B
| – | – |
-6,174
| Closed | -$778K |
|