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
51
$66.5K 0.03%
16,838
+69
52
$54.3K 0.03%
13,055
53
$47.4K 0.02%
1,189
54
$39.7K 0.02%
23,927
+50
55
$38.9K 0.02%
16,702
56
$38K 0.02%
11,311
57
$36.6K 0.02%
23,623
58
$27.6K 0.01%
22,060
59
$17K 0.01%
10,311
60
$16.4K 0.01%
738
61
$15.9K 0.01%
525
62
$6.43K ﹤0.01%
336
63
$247 ﹤0.01%
+15
1 2
3