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
$131M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$925K
3
+$910K
4
TWLO icon
Twilio
TWLO
+$825K
5
SOFI icon
SoFi Technologies
SOFI
+$797K

Top Sells

1
+$44.5M
2
+$42.1M
3
+$3.65M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.43M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.21M

Sector Composition

1 Technology 3.45%
2 Financials 0.85%
3 Communication Services 0.49%
4 Healthcare 0.39%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K 0.01%
1,550
+489
52
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-8,064
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72
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75
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-2,007
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