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
$81M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.46M
3
+$2.86M
4
XYZ
Block Inc
XYZ
+$920K
5
RPD icon
Rapid7
RPD
+$852K

Top Sells

1
+$926K
2
+$801K
3
+$655K
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$227K
5
KCCA icon
KraneShares California Carbon Allowance Strategy ETF
KCCA
+$31.3K

Sector Composition

1 Technology 26.8%
2 Energy 18.32%
3 Materials 13.97%
4 Healthcare 10.81%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.28M 8.99%
886,474
+908
2
$5.55M 6.85%
+54,291
3
$5.02M 6.2%
77,320
-110
4
$4.92M 6.08%
108,311
+95
5
$4.46M 5.51%
+74,613
6
$3.8M 4.69%
54,391
+150
7
$3.74M 4.62%
29,450
-57
8
$3.74M 4.62%
233,879
-57,876
9
$3.56M 4.4%
32,166
+144
10
$3.55M 4.38%
302,061
+2,323
11
$3.54M 4.37%
77,363
+18,621
12
$3.19M 3.94%
72,094
+20,796
13
$3.05M 3.76%
5,453
-42
14
$2.86M 3.53%
+23,772
15
$2.84M 3.51%
643,728
+99,374
16
$2.72M 3.36%
364,314
+82,311
17
$2.54M 3.13%
319,028
-213
18
$2.5M 3.09%
1,971
-10
19
$2.24M 2.76%
116,710
-41,767
20
$2.23M 2.75%
4,605
-62
21
$1.79M 2.21%
366,670
+29,443
22
$854K 1.05%
4,987
23
$750K 0.93%
149,779
+103,019
24
$726K 0.9%
50,715
-1,275
25
$621K 0.77%
1,100
1
2