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
$74.8M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.84M
3
+$2.16M
4
RPD icon
Rapid7
RPD
+$1.95M
5
RIG icon
Transocean
RIG
+$1.18M

Top Sells

1
+$6.24M
2
+$5.1M
3
+$3.02M
4
MSFT icon
Microsoft
MSFT
+$335K
5
NVDA icon
NVIDIA
NVDA
+$294K

Sector Composition

1 Technology 41.98%
2 Consumer Discretionary 17.36%
3 Materials 14.86%
4 Healthcare 13.68%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.79M 6.4%
10,068
+207
2
$4.72M 6.31%
33,204
-282
3
$4.71M 6.3%
70,562
+29,200
4
$4.68M 6.25%
18,209
-1,303
5
$4.46M 5.95%
97,346
+71,835
6
$4.03M 5.38%
37,920
-1,540
7
$3.97M 5.3%
261,780
-19,410
8
$3.89M 5.2%
63,257
+7,812
9
$3.83M 5.11%
378,731
+213,759
10
$3.72M 4.97%
10,164
-654
11
$3.56M 4.76%
454,035
-21,691
12
$3.3M 4.41%
5,181
-347
13
$3.19M 4.26%
8,077
-559
14
$3.02M 4.04%
140,087
-10,467
15
$2.86M 3.83%
20,278
-1,580
16
$2.84M 3.8%
+464,776
17
$2.64M 3.53%
261,146
-11,328
18
$2.63M 3.52%
789,711
+355,710
19
$1.7M 2.27%
146,615
+22,539
20
$1.2M 1.6%
35,991
-1,232
21
$759K 1.01%
5,552
-574
22
$609K 0.81%
42,924
-6,037
23
$574K 0.77%
5,664
-1,698
24
$535K 0.72%
19,532
-1,525
25
$527K 0.7%
1,100
1
2