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
$74.8M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.84M
3
+$2.16M
4
RPD icon
Rapid7
RPD
+$1.95M
5
RIG icon
Transocean
RIG
+$1.18M

Top Sells

1
+$6.24M
2
+$5.1M
3
+$3.02M
4
MSFT icon
Microsoft
MSFT
+$335K
5
NVDA icon
NVIDIA
NVDA
+$294K

Sector Composition

1 Technology 41.98%
2 Consumer Discretionary 17.36%
3 Materials 14.86%
4 Healthcare 13.68%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$462K 0.62%
850
27
$454K 0.61%
17,487
-1,499
28
$349K 0.47%
18,721
-2,920
29
$302K 0.4%
30,556
-4,670
30
$290K 0.39%
2,178
31
$221K 0.3%
11,889
-1,780
32
$6K 0.01%
1,083
33
– –
-4,493
34
– –
-8,263
35
– –
-56,203
36
– –
-131,744
1
2