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
$109M
AUM Growth
-$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.18M
3
+$1.76M
4
AEM icon
Agnico Eagle Mines
AEM
+$1.56M
5
MDT icon
Medtronic
MDT
+$1.06M

Top Sells

1
+$5.65M
2
+$1.35M
3
+$1.33M
4
LULU icon
lululemon athletica
LULU
+$794K
5
TGT icon
Target
TGT
+$366K

Sector Composition

1 Technology 40.11%
2 Consumer Discretionary 21.82%
3 Healthcare 19.2%
4 Consumer Staples 4.86%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.67M 7.07%
281,190
-48,860
2
$7.52M 6.93%
55,445
+25,303
3
$6.58M 6.06%
5,528
+719
4
$6.43M 5.93%
39,460
+1,220
5
$6.24M 5.75%
56,203
+9,518
6
$6.02M 5.54%
19,512
+501
7
$5.84M 5.38%
33,486
+1,412
8
$5.49M 5.06%
9,861
+365
9
$5.27M 4.86%
475,726
+159,147
10
$5.1M 4.7%
131,744
+26,077
11
$4.93M 4.54%
10,818
+364
12
$4.64M 4.27%
21,858
-1,725
13
$4.6M 4.24%
41,362
+8,600
14
$4.21M 3.88%
150,554
+22,826
15
$4.08M 3.76%
8,636
+40
16
$3.45M 3.18%
272,474
-9,715
17
$3.02M 2.78%
8,263
-2,174
18
$2.69M 2.47%
37,223
-143
19
$2.18M 2%
+164,972
20
$2.16M 1.99%
124,076
+18,773
21
$1.98M 1.83%
434,001
+13,235
22
$1.56M 1.44%
+25,511
23
$1.07M 0.99%
6,126
24
$808K 0.74%
21,057
-930
25
$773K 0.71%
7,362
+4,003
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