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
$79.1M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.12M
3
+$612K
4
SPIR icon
Spire Global
SPIR
+$594K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$226K

Top Sells

1
+$2.24M
2
+$1.25M
3
+$790K
4
FSLY icon
Fastly
FSLY
+$614K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$456K

Sector Composition

1 Technology 37.98%
2 Materials 19.51%
3 Energy 16.03%
4 Consumer Discretionary 12.14%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.91M 7.47%
373,397
-11,836
2
$5.73M 7.24%
55,437
+5,927
3
$5.69M 7.2%
111,673
-3,608
4
$5.63M 7.13%
885,836
-34,925
5
$5.03M 6.36%
17,443
-662
6
$4.81M 6.08%
76,985
+268
7
$4.34M 5.49%
32,604
-1,143
8
$4.19M 5.3%
496,083
-2,507
9
$3.93M 4.98%
154,207
+43,948
10
$3.87M 4.9%
2,938
-1,702
11
$3.83M 4.84%
535,881
-26,029
12
$3.51M 4.43%
51,059
-11,504
13
$3.48M 4.4%
7,895
-289
14
$3.24M 4.09%
6,965
-2,694
15
$3.03M 3.83%
170,537
-34,572
16
$2.79M 3.53%
60,805
+4,767
17
$2.24M 2.83%
+321,515
18
$1.06M 1.35%
199,149
+111,237
19
$832K 1.05%
5,044
20
$825K 1.04%
53,332
21
$791K 1%
7,975
-980
22
$755K 0.95%
23,333
-167
23
$547K 0.69%
1,100
24
$506K 0.64%
21,222
25
$490K 0.62%
850
1
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