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
51
$403K 0.16%
+1,693
52
$387K 0.15%
19,592
-1,242
53
$383K 0.15%
+933
54
$377K 0.15%
14,488
-856
55
$370K 0.15%
+37,403
56
$368K 0.15%
1,685
-415
57
$331K 0.13%
+11,646
58
$324K 0.13%
15,284
+280
59
$324K 0.13%
+38,833
60
$308K 0.12%
715
-241
61
$293K 0.12%
+15,448
62
$284K 0.11%
8,646
-111
63
$281K 0.11%
1,158
-455
64
$271K 0.11%
+10,325
65
$267K 0.11%
1,192
-297
66
$267K 0.11%
+20,659
67
$261K 0.1%
1,620
-1,900
68
$249K 0.1%
+5,125
69
$247K 0.1%
+2,158
70
$244K 0.1%
+705
71
$232K 0.09%
8,128
-422
72
$184K 0.07%
+1,873
73
$126K 0.05%
+22,807
74
– –
-7,502
75
– –
-1,865
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3
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