KIM

Kane Investment Management Portfolio holdings

AUM $191M
This Quarter Est. Return
1 Year Est. Return
–
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
NVDA icon
1
NVIDIA
NVDA
$4.46T
$81.2M 39.2%
749,167
+317,732
AAPL icon
2
Apple
AAPL
$3.74T
$14.2M 6.84%
63,818
+21,577
SCHG icon
3
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$5.04M 2.44%
201,471
-7,379
CTAS icon
4
Cintas
CTAS
$75.6B
$5.01M 2.42%
24,357
+1,393
MSFT icon
5
Microsoft
MSFT
$3.82T
$4.81M 2.32%
12,811
+44
AMZN icon
6
Amazon
AMZN
$2.27T
$4.17M 2.01%
21,915
+655
LLY icon
7
Eli Lilly
LLY
$720B
$3.5M 1.69%
4,236
+218
QQQ icon
8
Invesco QQQ Trust
QQQ
$384B
$3.23M 1.56%
6,881
+1,082
SPMO icon
9
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
$3M 1.45%
32,395
+16,282
MA icon
10
Mastercard
MA
$507B
$2.74M 1.32%
5,002
+344
COST icon
11
Costco
COST
$415B
$2.55M 1.23%
2,695
+160
META icon
12
Meta Platforms (Facebook)
META
$1.8T
$2.36M 1.14%
4,088
+336
AVGO icon
13
Broadcom
AVGO
$1.65T
$2.29M 1.11%
13,673
+2,253
V icon
14
Visa
V
$664B
$2.11M 1.02%
6,013
+565
JEPQ icon
15
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.6B
$2.03M 0.98%
39,288
+3,848
PANW icon
16
Palo Alto Networks
PANW
$141B
$2.03M 0.98%
11,896
+648
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.06T
$1.99M 0.96%
12,858
+945
XLK icon
18
Technology Select Sector SPDR Fund
XLK
$93.7B
$1.85M 0.9%
8,978
-7,143
VUG icon
19
Vanguard Growth ETF
VUG
$195B
$1.85M 0.89%
4,990
-1,053
TT icon
20
Trane Technologies
TT
$92.5B
$1.65M 0.8%
4,903
-654
VIG icon
21
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$1.65M 0.79%
8,486
+436
VOO icon
22
Vanguard S&P 500 ETF
VOO
$757B
$1.64M 0.79%
3,196
+693
BKNG icon
23
Booking.com
BKNG
$164B
$1.64M 0.79%
356
+21
KLAC icon
24
KLA
KLAC
$146B
$1.63M 0.79%
2,401
+169
NOW icon
25
ServiceNow
NOW
$188B
$1.6M 0.77%
2,008
+204
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