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
$69.7M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.06M
3
+$569K
4
CLPT icon
ClearPoint Neuro
CLPT
+$339K
5
SILV
SilverCrest Metals Inc. Common Shares
SILV
+$49.7K

Top Sells

1
+$5.03M
2
+$3.93M
3
+$3.38M
4
PLTR icon
Palantir
PLTR
+$3.13M
5
ROP icon
Roper Technologies
ROP
+$1.55M

Sector Composition

1 Technology 27.74%
2 Energy 19.14%
3 Materials 18.94%
4 Healthcare 12.3%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.21M 8.9%
885,566
-270
2
$5.41M 7.76%
108,216
-3,457
3
$4.61M 6.61%
299,738
-73,659
4
$4.55M 6.53%
77,430
+445
5
$4.47M 6.41%
291,755
-204,328
6
$3.85M 5.52%
29,507
-25,930
7
$3.8M 5.45%
32,022
-582
8
$3.75M 5.38%
+54,241
9
$3.41M 4.9%
51,298
+239
10
$3.19M 4.57%
544,354
+8,473
11
$3.09M 4.43%
5,495
-1,470
12
$3.06M 4.39%
+282,003
13
$2.66M 3.81%
58,742
-2,063
14
$2.59M 3.71%
319,241
-2,274
15
$2.5M 3.58%
158,477
-12,060
16
$2.35M 3.37%
1,981
-957
17
$2.24M 3.22%
4,667
-3,228
18
$1.39M 1.99%
337,227
+138,078
19
$967K 1.39%
4,987
-57
20
$776K 1.11%
51,990
-1,342
21
$694K 1%
23,052
-281
22
$655K 0.94%
6,713
-1,262
23
$592K 0.85%
1,100
24
$532K 0.76%
20,913
-309
25
$443K 0.64%
850
1
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