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
101
– –
-28,782
102
– –
-17,083
103
– –
-88,845
104
– –
-5,087
1 2 3 4
5