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
$212M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.22M
3
+$580K
4
QXO
QXO Inc
QXO
+$251K
5
VV icon
Vanguard Large-Cap ETF
VV
+$214K

Top Sells

1
+$15M
2
+$145K

Sector Composition

1 Technology 3.38%
2 Consumer Discretionary 0.96%
3 Financials 0.58%
4 Communication Services 0.46%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.48%
20,170
27
$936K 0.44%
17,169
28
$903K 0.43%
25,452
+331
29
$896K 0.42%
41,814
30
$853K 0.4%
6,905
+1,152
31
$816K 0.39%
2,006
32
$667K 0.32%
3,663
+3
33
$554K 0.26%
3,414
+33
34
$506K 0.24%
24,153
35
$453K 0.21%
10,412
36
$449K 0.21%
1,004
+4
37
$372K 0.18%
15,056
+6
38
$351K 0.17%
786
39
$347K 0.16%
2,869
40
$307K 0.15%
609
+50
41
$296K 0.14%
2,031
42
$295K 0.14%
3,232
43
$294K 0.14%
6,894
44
$251K 0.12%
+3,500
45
$242K 0.11%
9,333
46
$228K 0.11%
2,840
47
$215K 0.1%
9,058
48
$97.7K 0.05%
16,264
49
$93K 0.04%
15,081
50
$68.4K 0.03%
10,351
+49
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