LG
Lane Generational Portfolio holdings
AUM
$107M
This Quarter Return
+17.51%
1 Year Return
+53.11%
3 Year Return
+125.66%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(+27%)
Cap. Flow
+$9.7M
Cap. Flow
% of AUM
9.47%
Top 10 Holdings %
Top 10 Hldgs %
62.11%
Holding
32
New
2
Increased
13
Reduced
5
Closed
–
Top Buys
| 1 |
Bruker
BRKR
|
$2.71M |
| 2 |
Advanced Micro Devices
AMD
|
$2.69M |
| 3 |
Enphase Energy
ENPH
|
$2.58M |
| 4 |
STAAR Surgical
STAA
|
$1.44M |
| 5 |
Transocean
RIG
|
$1.04M |
Top Sells
| 1 |
Palantir
PLTR
|
$2.31M |
| 2 |
Amazon
AMZN
|
$125K |
| 3 |
Zoom
ZM
|
$19.7K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$19.2K |
| 5 |
Chart Industries
GTLS
|
$5.34K |
Sector Composition
| 1 | Technology | 39.57% |
| 2 | Materials | 17.13% |
| 3 | Energy | 14.78% |
| 4 | Industrials | 8.5% |
| 5 | Healthcare | 8.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
VanEck Gold Miners ETF
GDX
$19.5B
| $658K | 0.64% |
19,417
| – | – |
|
27
Sprott Physical Silver Trust
PSLV
$7.61B
| $442K | 0.43% |
45,833
| – | – |
|
28
Thermo Fisher Scientific
TMO
$184B
| $442K | 0.43% |
850
| – | – |
|
29
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$409M
| $415K | 0.41% |
35,968
| – | – |
|
30
Global X Uranium ETF
URA
$4.16B
| $269K | 0.26% |
10,056
| – | – |
|
31
Quest Diagnostics
DGX
$20B
| $263K | 0.26% |
1,742
| – | – |
|
32
KraneShares California Carbon Allowance Strategy ETF
KCCA
$135M
| $251K | 0.24% |
12,773
| – | – |
|