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
$84.7M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$1.25M
3
+$1.19M
4
ZM icon
Zoom
ZM
+$1.03M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$531K

Top Sells

1
+$4.1M
2
+$1.19M
3
+$287K
4
OR icon
OR Royalties Inc
OR
+$256K
5
AMZN icon
Amazon
AMZN
+$246K

Sector Composition

1 Technology 27.95%
2 Materials 18.51%
3 Energy 16.2%
4 Consumer Discretionary 9.84%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.2M 7.32%
103,939
-3,647
2
$5.77M 6.81%
68,201
-3,390
3
$5.4M 6.37%
328,573
-15,581
4
$5.35M 6.32%
852,189
-35,375
5
$5.25M 6.2%
80,801
+3,711
6
$5.06M 5.97%
28,037
-1,364
7
$4.9M 5.79%
408,706
-14,312
8
$4.55M 5.37%
197,933
-10,685
9
$4.09M 4.82%
613,719
-26,247
10
$4.08M 4.82%
51,211
-2,703
11
$3.77M 4.45%
+116,745
12
$3.68M 4.34%
30,383
-9,837
13
$3.36M 3.97%
64,160
+10,129
14
$3.29M 3.88%
67,099
-2,829
15
$3.29M 3.88%
2,173
-108
16
$3.13M 3.69%
338,776
-7,134
17
$2.85M 3.36%
43,579
+15,699
18
$2.7M 3.18%
207,822
+91,757
19
$1.25M 1.48%
+97,088
20
$1.19M 1.4%
174,632
+341
21
$877K 1.04%
50,715
22
$855K 1.01%
4,987
23
$806K 0.95%
1,100
24
$695K 0.82%
21,965
25
$494K 0.58%
850
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