LG

Lane Generational Portfolio holdings

AUM $107M
1-Year Est. Return 53.11%
This Quarter Est. Return
1 Year Est. Return
+53.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.18M
3
+$1.76M
4
AEM icon
Agnico Eagle Mines
AEM
+$1.56M
5
MDT icon
Medtronic
MDT
+$1.06M

Top Sells

1
+$5.65M
2
+$1.35M
3
+$1.33M
4
LULU icon
lululemon athletica
LULU
+$794K
5
TGT icon
Target
TGT
+$366K

Sector Composition

1 Technology 40.11%
2 Consumer Discretionary 21.82%
3 Healthcare 19.2%
4 Consumer Staples 4.86%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.69%
48,961
+2,502
27
$633K 0.58%
1,100
-9,812
28
$502K 0.46%
850
-50
29
$501K 0.46%
35,226
+1,979
30
$495K 0.46%
21,641
+1,226
31
$487K 0.45%
+18,986
32
$358K 0.33%
13,669
+758
33
$298K 0.27%
2,178
34
$211K 0.19%
+4,493
35
$8K 0.01%
1,083
-510
36
– –
-1,970
37
– –
-1,757
38
– –
-32,160
1
2