G

Gainplan Portfolio holdings

AUM $236M
1-Year Est. Return 26.22%
This Quarter Est. Return
1 Year Est. Return
+26.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$3.98M
3
+$3.93M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.04M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$41.4M
2
+$2.6M
3
+$2.42M
4
BA icon
Boeing
BA
+$780K
5
KALV icon
KalVista Pharmaceuticals
KALV
+$772K

Sector Composition

1 Technology 4.17%
2 Financials 1.51%
3 Communication Services 0.71%
4 Consumer Discretionary 0.66%
5 Industrials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.42%
6,117
-3,742
27
$928K 0.37%
23,353
+11,467
28
$923K 0.36%
20,348
+2,748
29
$912K 0.36%
+1,561
30
$891K 0.35%
+5,635
31
$883K 0.35%
9,513
+6,793
32
$804K 0.32%
46,422
-1,212
33
$790K 0.31%
+5,150
34
$745K 0.29%
+5,170
35
$744K 0.29%
72,233
-34,112
36
$719K 0.28%
26,530
-5,778
37
$709K 0.28%
36,954
+16,831
38
$589K 0.23%
8,491
-2,415
39
$588K 0.23%
+4,549
40
$563K 0.22%
3,566
+1,542
41
$505K 0.2%
12,697
+7,484
42
$485K 0.19%
7,288
+1,328
43
$469K 0.18%
3,690
+1,227
44
$462K 0.18%
17,862
-900
45
$446K 0.18%
+5,127
46
$444K 0.18%
8,102
+2,415
47
$433K 0.17%
+15,275
48
$426K 0.17%
18,351
+4,220
49
$408K 0.16%
+4,102
50
$407K 0.16%
11,037
-9,377
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