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
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