G
Gainplan Portfolio holdings
AUM
$220M
This Quarter Return
+9.93%
1 Year Return
+23.28%
3 Year Return
+79.59%
5 Year Return
+109.23%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+8.5%)
Cap. Flow
+$2.39M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
81.94%
Holding
73
New
23
Increased
30
Reduced
15
Closed
3
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$44.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.28M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.83M |
| 4 |
Okta
OKTA
|
$1.58M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$851K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$48.4M |
| 2 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$5.2M |
| 3 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$4.47M |
| 4 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$3.87M |
| 5 |
Grab
GRAB
|
$506K |
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Healthcare | 0.42% |
| 3 | Financials | 0.38% |
| 4 | Communication Services | 0.29% |
| 5 | Consumer Discretionary | 0.27% |
