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

Top Buys

1
+$2.71M
2
+$2.69M
3
+$2.58M
4
STAA icon
STAAR Surgical
STAA
+$1.44M
5
RIG icon
Transocean
RIG
+$1.04M

Top Sells

1
+$2.31M
2
+$125K
3
+$19.7K
4
XYZ
Block Inc
XYZ
+$19.2K
5
GTLS icon
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 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