LG

Lane Generational Portfolio holdings

AUM $120M
1-Year Est. Return 82.72%
This Quarter Est. Return
1 Year Est. Return
+82.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$2.88M
3
+$2.5M
4
FL
Foot Locker
FL
+$2.07M
5
AMD icon
Advanced Micro Devices
AMD
+$1.46M

Top Sells

1
+$10.4M
2
+$5.14M
3
+$4.48M
4
APA icon
APA Corp
APA
+$2.57M
5
AEM icon
Agnico Eagle Mines
AEM
+$2.23M

Sector Composition

1 Technology 33.02%
2 Materials 21.61%
3 Energy 14.89%
4 Consumer Discretionary 10.3%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.33M 8.32%
67,652
-20,574
2
$6.37M 7.23%
301,756
-1,645
3
$5.92M 6.72%
80,223
-261
4
$5.33M 6.05%
+900,853
5
$4.93M 5.6%
90,749
+13,066
6
$4.38M 4.97%
525,530
+113,297
7
$4.37M 4.96%
22,964
-3,104
8
$4.05M 4.59%
385,383
+70,454
9
$3.93M 4.46%
485,617
+36,251
10
$3.75M 4.26%
36,532
+14,223
11
$3.69M 4.19%
1,163,302
+118,673
12
$3.66M 4.15%
87,607
+21,055
13
$3.13M 3.55%
50,363
-15,481
14
$2.88M 3.27%
242,045
+84,350
15
$2.88M 3.27%
+73,282
16
$2.67M 3.04%
31,687
-122,754
17
$2.64M 2.99%
1,351
-11
18
$2.5M 2.84%
+59,221
19
$2.07M 2.35%
+146,805
20
$2.04M 2.32%
322,501
+51,852
21
$1.16M 1.32%
+90,467
22
$1.14M 1.29%
47,244
23
$1.11M 1.26%
+609,603
24
$1.11M 1.26%
4,987
25
$1.04M 1.18%
1,100
1
2