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
$80.3M
AUM Growth
-$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.4M
3 +$965K
4
XYZ
Block Inc
XYZ
+$772K
5
MEG icon
Montrose Environmental
MEG
+$745K

Top Sells

1 +$3.91M
2 +$3.34M
3 +$2.94M
4
MELI icon
Mercado Libre
MELI
+$2.88M
5
RCM
R1 RCM Inc. Common Stock
RCM
+$1.96M

Sector Composition

1 Technology 34.15%
2 Materials 22.25%
3 Energy 16.03%
4 Consumer Discretionary 9.65%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$479K 0.6%
45,833
+28,826
27
$477K 0.59%
35,968
28
$288K 0.36%
10,056
29
$275K 0.34%
12,773
30
$270K 0.34%
1,742
31
-49,825
32
-15,648
33
-115,982
34
-94,564
35
-319,322
36
-156,243