LG

Lane Generational Portfolio holdings

AUM $120M
1-Year Est. Return 82.72%
This Quarter Est. Return
1 Year Est. Return
+82.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$2.88M
3
+$2.5M
4
FL
Foot Locker
FL
+$2.07M
5
AMD icon
Advanced Micro Devices
AMD
+$1.46M

Top Sells

1
+$10.4M
2
+$5.14M
3
+$4.48M
4
APA icon
APA Corp
APA
+$2.57M
5
AEM icon
Agnico Eagle Mines
AEM
+$2.23M

Sector Composition

1 Technology 33.02%
2 Materials 21.61%
3 Energy 14.89%
4 Consumer Discretionary 10.3%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$881K 1%
61,779
+13,213
27
$868K 0.99%
18,885
-532
28
$539K 0.61%
35,968
29
$532K 0.6%
45,833
30
$423K 0.48%
850
31
$295K 0.33%
1,742
32
$262K 0.3%
+18,536
33
$230K 0.26%
10,056
34
– –
-111,158
35
– –
-7,749
36
– –
-12,773
37
– –
-90,757
38
– –
-59,336
39
– –
-565,166
1
2