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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.48M
3
+$6.45M
4
MSFT icon
Microsoft
MSFT
+$6.39M
5
AMZN icon
Amazon
AMZN
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.56%
2 Consumer Discretionary 23.16%
3 Healthcare 18.31%
4 Consumer Staples 10.03%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.71M 8.35%
+330,050
2
$6.48M 5.58%
+4,809
3
$6.45M 5.55%
+32,074
4
$6.39M 5.5%
+19,011
5
$6.38M 5.49%
+38,240
6
$6.2M 5.33%
+10,912
7
$6.16M 5.3%
+9,496
8
$5.93M 5.1%
+10,454
9
$5.56M 4.79%
+316,579
10
$5.46M 4.7%
+23,583
11
$5.16M 4.44%
+127,728
12
$4.87M 4.19%
+30,142
13
$4.83M 4.16%
+46,685
14
$4.81M 4.14%
+282,189
15
$4.57M 3.93%
+105,667
16
$4.23M 3.64%
+8,596
17
$4.09M 3.52%
+10,437
18
$3.86M 3.32%
+32,762
19
$3.73M 3.21%
+105,303
20
$3.43M 2.95%
+37,366
21
$1.35M 1.16%
+32,160
22
$1.16M 1%
+420,766
23
$1.09M 0.94%
+6,126
24
$704K 0.61%
+21,987
25
$667K 0.57%
+46,459
1
2