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
$81M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.46M
3
+$2.86M
4
XYZ
Block Inc
XYZ
+$920K
5
RPD icon
Rapid7
RPD
+$852K

Top Sells

1
+$926K
2
+$801K
3
+$655K
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$227K
5
KCCA icon
KraneShares California Carbon Allowance Strategy ETF
KCCA
+$31.3K

Sector Composition

1 Technology 26.8%
2 Energy 18.32%
3 Materials 13.97%
4 Healthcare 10.81%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$592K 0.73%
21,997
-1,055
27
$564K 0.7%
19,815
-1,098
28
$430K 0.53%
850
29
$352K 0.43%
17,312
30
$331K 0.41%
38,611
-1,816
31
$299K 0.37%
11,058
-668
32
$212K 0.26%
1,742
33
$129K 0.16%
17,007
34
– –
-2,731
35
– –
-6,713
1
2