LG

Lane Generational Portfolio holdings

AUM $126M
1-Year Est. Return 53.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$6.7M
3
+$1.68M
4
FLYW icon
Flywire
FLYW
+$1.17M
5
CLPT icon
ClearPoint Neuro
CLPT
+$630K

Top Sells

1
+$3.81M
2
+$3.61M
3
+$3.03M
4
NBIS
Nebius Group N.V.
NBIS
+$3M
5
AMD icon
Advanced Micro Devices
AMD
+$2.72M

Sector Composition

1 Materials 25.82%
2 Technology 18.72%
3 Healthcare 11.97%
4 Communication Services 11.09%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 11.09%
118,978
-43,232
2
$10.8M 8.95%
574,130
-311,499
3
$10.4M 8.63%
259,293
-11,431
4
$9.93M 8.25%
58,903
-3,964
5
$7.22M 5.99%
505,446
-20,084
6
$6.8M 5.64%
311,885
+53,458
7
$6.31M 5.24%
+61,020
8
$5.83M 4.84%
530,685
-12,056
9
$4.57M 3.8%
63,225
-25,738
10
$4.12M 3.42%
217,709
-6,177
11
$4.03M 3.35%
48,835
-16,797
12
$3.93M 3.27%
367,829
-11,270
13
$3.9M 3.24%
17,749
-634
14
$3.85M 3.2%
+35,215
15
$3.17M 2.63%
41,613
-1,180
16
$3.09M 2.57%
19,121
-16,826
17
$2.98M 2.48%
1,276
-34
18
$2.98M 2.47%
63,320
-1,864
19
$2.76M 2.29%
412,462
+217,957
20
$1.36M 1.13%
45,858
-1,386
21
$1.29M 1.07%
+95,457
22
$1.27M 1.05%
4,987
23
$1.24M 1.03%
16,201
-2,441
24
$1.07M 0.89%
109,542
-185
25
$1.02M 0.85%
1,100
1
2