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
51
$28.3K 0.01%
13,301
-3,401
52
$18.3K 0.01%
22,700
-923
53
-3,414
54
-1,038
55
-25,452
56
-525
57
-6,894
58
-336
59
-26,508
60
-15,056
61
-15
62
-130,197
63
-53,622
64
-1,189
65
-12,548
66
-10,311
67
-10,351
68
-16,838
69
-2,840
70
-738
71
0
72
-2,031
73
-11,311