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
$263M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Sells

1 +$22.7M
2 +$19.5M
3 +$1.96M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.79M

Sector Composition

1 Technology 1.43%
2 Industrials 1.17%
3 Consumer Discretionary 0.5%
4 Financials 0.42%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.13M 0.43%
8,421
+1,516
27
$830K 0.31%
35,787
-6,027
28
$812K 0.31%
14,375
-2,794
29
$740K 0.28%
+14,139
30
$726K 0.28%
1,602
-404
31
$634K 0.24%
3,348
-315
32
$536K 0.2%
23,592
-561
33
$444K 0.17%
10,014
-398
34
$428K 0.16%
1,016
+12
35
$395K 0.15%
3,005
+136
36
$378K 0.14%
758
-28
37
$290K 0.11%
3,386
+154
38
$271K 0.1%
462
-147
39
$263K 0.1%
+5,376
40
$256K 0.1%
9,237
-96
41
$233K 0.09%
8,992
-66
42
$214K 0.08%
+885
43
$210K 0.08%
+357
44
$91.8K 0.03%
+12,753
45
$69K 0.03%
10,321
-5,943
46
$58.1K 0.02%
14,341
-740
47
$56.8K 0.02%
13,018
-37
48
$53.5K 0.02%
+708
49
$42.2K 0.02%
28,875
+6,815
50
$29.5K 0.01%
22,177
-1,750