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Gainplan Portfolio holdings

AUM $254M
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
+3.86%
1 Year Est. Return
+25.62%
3 Year Est. Return
+93.26%
5 Year Est. Return
+93.97%
10 Year Est. Return
–
AUM
$263M
AUM Growth
+$51.7M
Cap. Flow
+$38.5M
Cap. Flow %
14.63%
Top 10 Hldgs %
84.64%
Holding
73
New
9
Increased
19
Reduced
24
Closed
20

Top Buys

1
QQQ icon
Invesco QQQ Trust
QQQ
+$54.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.71M
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$8.86M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$8M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.78M

Top Sells

1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$22.7M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.5M
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.8M
5
ORCL icon
Oracle
ORCL
+$1.77M

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
ALTM
76
DELISTED
Arcadium Lithium plc
ALTM
– –
-11,311
Closed -$38K
1 2 3
4

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TSM
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