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
$232M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$1.27M
3
+$810K
4
WOLF icon
Wolfspeed
WOLF
+$560K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$558K

Top Sells

1
+$44.9M
2
+$4.79M
3
+$3.73M
4
NFLX icon
Netflix
NFLX
+$1.23M
5
CRM icon
Salesforce
CRM
+$1.12M

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 0.47%
3 Communication Services 0.36%
4 Financials 0.34%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$588K 0.25%
21,810
-882
27
$560K 0.24%
+5,011
28
$535K 0.23%
+75,000
29
$509K 0.22%
12,721
-20
30
$490K 0.21%
+20,003
31
$441K 0.19%
16,455
-1,044
32
$425K 0.18%
7,191
+1,451
33
$421K 0.18%
1,251
+418
34
$420K 0.18%
+13,903
35
$394K 0.17%
8,064
+3,747
36
$389K 0.17%
+7,508
37
$370K 0.16%
+2,571
38
$358K 0.15%
750
+4
39
$348K 0.15%
13,608
-576
40
$348K 0.15%
17,916
-668
41
$345K 0.15%
+20,100
42
$337K 0.15%
1,852
-2,109
43
$326K 0.14%
+4,603
44
$315K 0.14%
+2,621
45
$304K 0.13%
3,021
+512
46
$287K 0.12%
+6,670
47
$283K 0.12%
2,952
-185
48
$270K 0.12%
1,915
-665
49
$247K 0.11%
8,328
-195
50
$246K 0.11%
+11,450
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