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
$84.4M
AUM Growth
-$341K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.91M
3
+$1.26M
4
MELI icon
Mercado Libre
MELI
+$973K
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$821K

Top Sells

1
+$3.29M
2
+$853K
3
+$286K
4
OR icon
OR Royalties Inc
OR
+$210K
5
SILV
SilverCrest Metals Inc. Common Shares
SILV
+$208K

Sector Composition

1 Technology 26.63%
2 Materials 18.54%
3 Energy 15.11%
4 Consumer Discretionary 11.61%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.94M 7.04%
90,897
-13,042
2
$5.26M 6.23%
27,208
-829
3
$5.08M 6.01%
468,338
+59,632
4
$4.96M 5.88%
78,740
-2,061
5
$4.91M 5.82%
315,106
-13,467
6
$4.88M 5.78%
192,462
-5,471
7
$4.79M 5.68%
588,179
-25,540
8
$4.54M 5.38%
2,765
+592
9
$4.49M 5.31%
75,788
+32,209
10
$4.28M 5.07%
66,408
-1,793
11
$4.27M 5.06%
798,694
-53,495
12
$3.91M 4.64%
94,564
+30,404
13
$3.52M 4.17%
328,565
-10,211
14
$3.34M 3.96%
115,982
-763
15
$2.94M 3.49%
49,825
-1,386
16
$2.94M 3.48%
29,500
-883
17
$2.77M 3.29%
+342,882
18
$2.06M 2.45%
280,128
+72,306
19
$1.96M 2.33%
156,243
+59,155
20
$1.05M 1.24%
4,987
21
$935K 1.11%
1,100
22
$914K 1.08%
169,517
-5,115
23
$853K 1.01%
47,244
-3,471
24
$821K 0.97%
+319,322
25
$685K 0.81%
20,192
-1,773
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