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
$69.7M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.06M
3
+$569K
4
CLPT icon
ClearPoint Neuro
CLPT
+$339K
5
SILV
SilverCrest Metals Inc. Common Shares
SILV
+$49.7K

Top Sells

1
+$5.03M
2
+$3.93M
3
+$3.38M
4
PLTR icon
Palantir
PLTR
+$3.13M
5
ROP icon
Roper Technologies
ROP
+$1.55M

Sector Composition

1 Technology 27.74%
2 Energy 19.14%
3 Materials 18.94%
4 Healthcare 12.3%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$390K 0.56%
40,427
-418
27
$362K 0.52%
17,312
-364
28
$339K 0.49%
+46,760
29
$254K 0.36%
11,726
-163
30
$245K 0.35%
1,742
-48
31
$227K 0.33%
2,731
-35
32
$132K 0.19%
17,007
33
– –
-17,443
34
– –
-154,207
35
– –
-3,676
1
2