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
$80.3M
AUM Growth
-$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.4M
3
+$965K
4
XYZ
Block Inc
XYZ
+$772K
5
MEG icon
Montrose Environmental
MEG
+$745K

Top Sells

1
+$3.91M
2
+$3.34M
3
+$2.94M
4
MELI icon
Mercado Libre
MELI
+$2.88M
5
RCM
R1 RCM Inc. Common Stock
RCM
+$1.96M

Sector Composition

1 Technology 34.15%
2 Materials 22.25%
3 Energy 16.03%
4 Consumer Discretionary 9.65%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.07M 8.8%
87,773
-3,124
2
$6.88M 8.57%
184,959
-7,503
3
$5.63M 7.01%
80,725
+4,937
4
$5.6M 6.97%
302,360
-12,746
5
$5.23M 6.51%
77,909
+11,501
6
$5.2M 6.48%
562,278
-25,901
7
$4.96M 6.18%
26,636
-572
8
$4.49M 5.59%
449,197
-19,141
9
$4.31M 5.36%
83,578
+4,838
10
$3.49M 4.34%
313,291
-15,274
11
$3.28M 4.09%
410,516
+67,634
12
$3.26M 4.06%
767,077
-31,617
13
$3.2M 3.98%
28,280
-1,220
14
$2.79M 3.47%
1,360
-1,405
15
$2.05M 2.55%
270,649
-9,479
16
$1.82M 2.27%
+74,581
17
$1.77M 2.2%
157,695
-11,822
18
$1.4M 1.74%
+20,268
19
$1.16M 1.45%
4,987
20
$975K 1.21%
1,100
21
$965K 1.2%
+7,777
22
$963K 1.2%
47,244
23
$773K 0.96%
19,417
-775
24
$745K 0.93%
+28,315
25
$526K 0.65%
850
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