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
1
$64M 33.59%
405,170
-343,997
2
$8.34M 4.38%
40,644
-23,174
3
$6.12M 3.21%
12,310
-501
4
$5.29M 2.77%
23,689
-668
5
$4.64M 2.43%
158,711
-42,760
6
$4.34M 2.28%
19,802
-2,113
7
$3.28M 1.72%
29,129
-3,266
8
$3.23M 1.69%
5,850
-1,031
9
$2.93M 1.54%
3,753
-483
10
$2.93M 1.54%
10,620
-3,053
11
$2.82M 1.48%
3,812
-276
12
$2.66M 1.39%
25,959
+17,886
13
$2.53M 1.33%
4,503
-499
14
$2.47M 1.3%
2,496
-199
15
$2.43M 1.27%
13,008
+1,581
16
$2.31M 1.21%
11,266
-630
17
$2.12M 1.11%
12,044
-814
18
$2.04M 1.07%
4,674
-229
19
$2.01M 1.05%
4,581
-409
20
$2M 1.05%
2,231
-170
21
$1.97M 1.03%
38,833
+33,758
22
$1.95M 1.02%
15,392
-2,564
23
$1.95M 1.02%
336
-20
24
$1.85M 0.97%
5,197
-816
25
$1.76M 0.92%
8,550
-1,490
1
2 3 4 5