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
$102M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.69M
3
+$2.58M
4
STAA icon
STAAR Surgical
STAA
+$1.44M
5
RIG icon
Transocean
RIG
+$1.04M

Top Sells

1
+$2.31M
2
+$125K
3
+$19.7K
4
XYZ
Block Inc
XYZ
+$19.2K
5
GTLS icon
Chart Industries
GTLS
+$5.34K

Sector Composition

1 Technology 39.57%
2 Materials 17.13%
3 Energy 14.78%
4 Industrials 8.5%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 11.41%
154,441
-30,518
2
$6.9M 6.74%
88,226
+453
3
$6.6M 6.45%
77,683
-226
4
$6.57M 6.41%
80,484
-241
5
$6.32M 6.17%
449,366
+169
6
$5.72M 5.59%
26,068
-568
7
$5.49M 5.36%
303,401
+1,041
8
$5.14M 5.02%
565,166
+2,888
9
$4.64M 4.53%
412,233
+1,717
10
$4.52M 4.42%
65,844
+37,564
11
$4.48M 4.38%
90,757
+7,179
12
$4.17M 4.07%
314,929
+1,638
13
$3.92M 3.83%
1,044,629
+277,552
14
$3.9M 3.81%
66,552
+46,284
15
$2.69M 2.63%
+22,309
16
$2.57M 2.51%
111,158
+36,577
17
$2.55M 2.5%
270,649
18
$2.43M 2.37%
157,695
19
$2.32M 2.26%
1,362
+2
20
$1.48M 1.44%
7,749
-28
21
$1.44M 1.41%
+59,336
22
$1.25M 1.22%
4,987
23
$1.01M 0.98%
1,100
24
$951K 0.93%
47,244
25
$901K 0.88%
48,566
+20,251
1
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