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
101
– –
-3,163
102
– –
-2,252
103
– –
-39,252
104
– –
-20,064
105
– –
-54,665
106
– –
-1,981
107
– –
-2,263
108
– –
-6,174
1 2 3 4
5