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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.48M
3
+$6.45M
4
MSFT icon
Microsoft
MSFT
+$6.39M
5
AMZN icon
Amazon
AMZN
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.56%
2 Consumer Discretionary 23.16%
3 Healthcare 18.31%
4 Consumer Staples 10.03%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$601K 0.52%
+900
27
$439K 0.38%
+20,415
28
$429K 0.37%
+33,247
29
$377K 0.32%
+2,178
30
$356K 0.31%
+3,359
31
$295K 0.25%
+12,911
32
$232K 0.2%
+1,757
33
$200K 0.17%
+1,970
34
$21K 0.02%
+1,593
1
2