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
$102M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.98M
3
+$2.74M
4
STAA icon
STAAR Surgical
STAA
+$1.69M
5
RIG icon
Transocean
RIG
+$1.15M

Top Sells

1
+$1.78M
2
+$116K
3
+$18.9K
4
XYZ
Block Inc
XYZ
+$18.5K
5
GTLS icon
Chart Industries
GTLS
+$4.5K

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 Change
in Stake 		Capital Flow
26
$658K 0.64%
19,417
27
$442K 0.43%
45,833
28
$442K 0.43%
850
29
$415K 0.41%
35,968
30
$269K 0.26%
10,056
31
$263K 0.26%
1,742
32
$251K 0.24%
12,773
1
2