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
1
$81.2M 39.2%
749,167
+317,732
2
$14.2M 6.84%
63,818
+21,577
3
$5.04M 2.44%
201,471
-7,379
4
$5.01M 2.42%
24,357
+1,393
5
$4.81M 2.32%
12,811
+44
6
$4.17M 2.01%
21,915
+655
7
$3.5M 1.69%
4,236
+218
8
$3.23M 1.56%
6,881
+1,082
9
$3M 1.45%
32,395
+16,282
10
$2.74M 1.32%
5,002
+344
11
$2.55M 1.23%
2,695
+160
12
$2.36M 1.14%
4,088
+336
13
$2.29M 1.11%
13,673
+2,253
14
$2.11M 1.02%
6,013
+565
15
$2.03M 0.98%
39,288
+3,848
16
$2.03M 0.98%
11,896
+648
17
$1.99M 0.96%
12,858
+945
18
$1.85M 0.9%
8,978
-7,143
19
$1.85M 0.89%
4,990
-1,053
20
$1.65M 0.8%
4,903
-654
21
$1.65M 0.79%
8,486
+436
22
$1.64M 0.79%
3,196
+693
23
$1.64M 0.79%
356
+21
24
$1.63M 0.79%
2,401
+169
25
$1.6M 0.77%
2,008
+204
1
2 3 4 5