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
$70.6M
AUM Growth
-$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.38M
3
+$993K
4
XYZ
Block Inc
XYZ
+$966K
5
TDOC icon
Teladoc Health
TDOC
+$877K

Top Sells

1
+$3.97M
2
+$3.56M
3
+$2.86M
4
AAPL icon
Apple
AAPL
+$70.2K
5
DGX icon
Quest Diagnostics
DGX
+$47.7K

Sector Composition

1 Technology 38.73%
2 Consumer Discretionary 23.13%
3 Materials 16.4%
4 Healthcare 9.17%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$425K 0.6%
19,308
+1,821
27
$393K 0.56%
+4,844
28
$368K 0.52%
21,040
+2,319
29
$313K 0.44%
35,079
+4,523
30
$292K 0.41%
14,756
+2,867
31
$220K 0.31%
1,790
-388
32
$202K 0.29%
+3,058
33
– –
-1,083
34
– –
-261,780
35
– –
-20,278
36
– –
-454,035
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