LG

Lane Generational Portfolio holdings

AUM $110M
1-Year Est. Return 46.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.79M
3
+$5.58M
4
OSCR icon
Oscar Health
OSCR
+$3.33M
5
GTLS icon
Chart Industries
GTLS
+$1.92M

Top Sells

1
+$3.69M
2
+$3.13M
3
+$2.67M
4
TDW icon
Tidewater
TDW
+$2.5M
5
FL
Foot Locker
FL
+$2.07M

Sector Composition

1 Technology 23.04%
2 Materials 20.79%
3 Healthcare 12.85%
4 Communication Services 9.57%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.98M 8.37%
+162,210
2
$7.85M 7.32%
885,629
-15,224
3
$7.48M 6.97%
62,867
-4,785
4
$6.96M 6.49%
270,724
-31,032
5
$6.46M 6.02%
542,741
+57,124
6
$6.04M 5.64%
88,963
-1,786
7
$5.96M 5.56%
525,530
8
$5.12M 4.77%
65,632
-14,591
9
$5.1M 4.76%
35,947
-585
10
$4.8M 4.48%
+223,886
11
$4.46M 4.16%
+65,184
12
$4.19M 3.91%
+42,793
13
$4.03M 3.76%
18,383
-4,581
14
$3.61M 3.37%
87,607
15
$3.42M 3.19%
1,310
-41
16
$3.28M 3.06%
379,099
-6,284
17
$3.09M 2.88%
258,427
+16,382
18
$3.03M 2.82%
71,869
-1,413
19
$2.16M 2.01%
+13,102
20
$1.62M 1.51%
+194,505
21
$1.45M 1.35%
109,727
+19,260
22
$1.28M 1.2%
780,083
+170,480
23
$1.2M 1.12%
47,244
24
$1.09M 1.02%
1,100
25
$1.02M 0.95%
4,987
1
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