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
$84.4M
AUM Growth
-$341K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.98M
3
+$1.55M
4
RVNC
Revance Therapeutics, Inc.
RVNC
+$1.09M
5
MELI icon
Mercado Libre
MELI
+$935K

Top Sells

1
+$3.29M
2
+$851K
3
+$309K
4
OR icon
OR Royalties Inc
OR
+$218K
5
SILV
SilverCrest Metals Inc. Common Shares
SILV
+$208K

Sector Composition

1 Technology 26.63%
2 Materials 18.54%
3 Energy 15.11%
4 Consumer Discretionary 11.61%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$470K 0.56%
850
27
$416K 0.49%
15,648
-1,664
28
$413K 0.49%
35,968
-2,643
29
$291K 0.34%
10,056
-1,002
30
$286K 0.34%
12,773
-961
31
$238K 0.28%
1,742
32
$169K 0.2%
17,007
33
– –
-67,099
1
2