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G
Gainplan Portfolio holdings
AUM
$254M
1-Year Est. Return
25.62%
This Fund
S&P 500
This Quarter
Est. Return
+23.96%
1 Year Est. Return
+25.62%
3 Year Est. Return
+93.26%
5 Year Est. Return
+93.97%
10 Year Est. Return
–
AUM
$154M
AUM Growth
+$64.5M
(+72%)
Cap. Flow
+$46.2M
Cap. Flow
% of AUM
30.02%
Top 10 Holdings %
Top 10 Hldgs %
89.04%
Holding
43
New
20
Increased
12
Reduced
9
Closed
2
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
+$34.7M |
| 2 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$6.35M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$5.85M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$3.66M |
| 5 |
ServiceNow
NOW
|
+$706K |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$11M |
| 2 |
ProShares Ultra S&P500
SSO
|
+$898K |
| 3 |
iShares Global REIT ETF
REET
|
+$368K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$286K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$65.5K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Consumer Discretionary | 0.35% |
| 3 | Financials | 0.31% |
| 4 | Healthcare | 0.29% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$380B
| $442K | 0.29% |
+1,500
| New | +$430K |
|
27
Advanced Micro Devices
AMD
$863B
| $395K | 0.26% |
+7,500
| New | +$398K |
|
28
Schwab US Mid-Cap ETF
SCHM
$14.7B
| $387K | 0.25% |
22,077
-2,238
| -9% | -$36.5K |
|
29
Schwab International Equity ETF
SCHF
$66.5B
| $371K | 0.24% |
24,952
-1,968
| -7% | -$27.7K |
|
30
Marvell Technology
MRVL
$185B
| $351K | 0.23% |
+10,000
| New | +$293K |
|
31
Roku
ROKU
$21.3B
| $350K | 0.23% |
+3,000
| New | +$343K |
|
32
Schwab U.S Small- Cap ETF
SCHA
$23B
| $317K | 0.21% |
19,396
-2,216
| -10% | -$33.2K |
|
33
iShares Core S&P 500 ETF
IVV
$895B
| $305K | 0.2% |
986
-73
| -7% | -$21.4K |
|
34
AngloGold Ashanti
AU
$40B
| $295K | 0.19% |
+10,000
| New | +$247K |
|
35
Sprott Gold Miners ETF
SGDM
$543M
| $287K | 0.19% |
+9,082
| New | +$258K |
|
36
Lumentum
LITE
$58.5B
| $285K | 0.19% |
+3,500
| New | +$267K |
|
37
Boeing
BA
$172B
| $284K | 0.18% |
+1,551
| New | +$238K |
|
38
Cloudflare
NET
$96.9B
| $270K | 0.18% |
+7,500
| New | +$210K |
|
39
Chegg
CHGG
$93.7M
| $269K | 0.17% |
+4,000
| New | +$214K |
|
40
Innovative Industrial Properties
IIPR
$1.84B
| $264K | 0.17% |
+3,000
| New | +$244K |
|
41
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $255K | 0.17% |
10,456
-431
| -4% | -$9.79K |
|
|
42
iShares Global REIT ETF
REET
$4.95B
| – | – |
-19,226
| Closed | -$368K |
|
|
43
ProShares Ultra S&P500
SSO
$8.12B
| – | – |
-80,800
| Closed | -$898K |
|
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