LG

Lane Generational Portfolio holdings

AUM $110M
1-Year Est. Return 46.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.7M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.55M
3
+$1.13M
4
ZM icon
Zoom
ZM
+$1.05M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$599K

Top Sells

1
+$4.1M
2
+$1.15M
3
+$245K
4
OR icon
OR Royalties Inc
OR
+$230K
5
PLTR icon
Palantir
PLTR
+$228K

Sector Composition

1 Technology 27.95%
2 Materials 18.51%
3 Energy 16.2%
4 Consumer Discretionary 9.84%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$394K 0.46%
17,312
27
$393K 0.46%
13,734
28
$392K 0.46%
38,611
29
$319K 0.38%
11,058
30
$232K 0.27%
1,742
31
$141K 0.17%
17,007
32
– –
-55,799
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