LG

Lane Generational Portfolio holdings

AUM $120M
1-Year Est. Return 82.72%
This Quarter Est. Return
1 Year Est. Return
+82.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.85M
3
+$1.46M
4
FLYW icon
Flywire
FLYW
+$1.29M
5
CLPT icon
ClearPoint Neuro
CLPT
+$1.16M

Top Sells

1
+$5.84M
2
+$4.85M
3
+$3.61M
4
VAL icon
Valaris
VAL
+$3.03M
5
AMD icon
Advanced Micro Devices
AMD
+$2.72M

Sector Composition

1 Materials 25.82%
2 Technology 18.72%
3 Healthcare 11.97%
4 Communication Services 11.09%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLVP icon
26
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$668M
$886K 0.74%
32,378
-3,590
PSLV icon
27
Sprott Physical Silver Trust
PSLV
$11.3B
$696K 0.58%
44,334
-1,499
SETM icon
28
Sprott Energy Transition Materials ETF
SETM
$185M
$453K 0.38%
18,010
-526
TMO icon
29
Thermo Fisher Scientific
TMO
$220B
$412K 0.34%
850
URA icon
30
Global X Uranium ETF
URA
$5.24B
$394K 0.33%
8,266
-1,790
DGX icon
31
Quest Diagnostics
DGX
$20.4B
$332K 0.28%
1,742
VAL icon
32
Valaris
VAL
$4.19B
– –
-71,869
BRKR icon
33
Bruker
BRKR
$7.36B
– –
-87,607
CDLX icon
34
Cardlytics
CDLX
$62.2M
– –
-780,083
GTLS icon
35
Chart Industries
GTLS
$9.21B
– –
-13,102
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