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
$79.1M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.12M
3
+$612K
4
SPIR icon
Spire Global
SPIR
+$594K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$226K

Top Sells

1
+$2.24M
2
+$1.25M
3
+$790K
4
FSLY icon
Fastly
FSLY
+$614K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$456K

Sector Composition

1 Technology 37.98%
2 Materials 19.51%
3 Energy 16.03%
4 Consumer Discretionary 12.14%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$468K 0.59%
40,845
27
$391K 0.49%
17,676
-1,045
28
$302K 0.38%
3,676
-554
29
$253K 0.32%
1,790
30
$237K 0.3%
11,889
31
$226K 0.29%
+2,766
32
$142K 0.18%
17,007
33
– –
-1,086
34
– –
-1,712
35
– –
-2,045
36
– –
-1,083
1
2