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Gainplan Portfolio holdings

AUM $254M
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
+6.15%
1 Year Est. Return
+25.62%
3 Year Est. Return
+93.26%
5 Year Est. Return
+93.97%
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$4.54M
Cap. Flow
+$2.97M
Cap. Flow %
1.4%
Top 10 Hldgs %
81.77%
Holding
63
New
2
Increased
29
Reduced
2
Closed
–

Top Buys

1
AAPL icon
Apple
AAPL
+$1.49M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.24M
3
TSLA icon
Tesla
TSLA
+$668K
4
VV icon
Vanguard Large-Cap ETF
VV
+$217K
5
NVDA icon
NVIDIA
NVDA
+$136K

Top Sells

1
AVGO icon
Broadcom
AVGO
+$1.5M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$132K

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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$90.3M 42.68%
165,940
+109
+0.1% +$60.3K
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$81.7B
$22.7M 10.74%
130,197
+162
+0.1% +$29.5K
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$128B
$19.5M 9.24%
214,488
+268
+0.1% +$24.3K
VOO icon
4
Vanguard S&P 500 ETF
VOO
$989B
$15M 7.08%
29,939
+2,441
+9% +$1.24M
VV icon
5
Vanguard Large-Cap ETF
VV
$53.1B
$7.11M 3.36%
28,483
+857
+3% +$217K
SPDW icon
6
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$4.83M 2.28%
137,566
+1,691
+1% +$61K
VO icon
7
Vanguard Mid-Cap ETF
VO
$106B
$3.99M 1.89%
65,932
+780
+1% +$49K
CSHI icon
8
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.42B
$3.37M 1.59%
67,758
– –
SPEM icon
9
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$3.15M 1.49%
83,742
+1,131
+1% +$43.4K
IDEV icon
10
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$3.01M 1.42%
45,790
+1,863
+4% +$126K
VB icon
11
Vanguard Small-Cap ETF
VB
$80B
$2.5M 1.18%
11,474
+141
+1% +$32K
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$2.49M 1.18%
56,895
+2,055
+4% +$91.5K
SPXL icon
13
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.07B
$2.44M 1.15%
16,700
– –
IJH icon
14
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.35M 1.11%
40,072
+518
+1% +$31.2K
RING icon
15
iShares MSCI Global Gold Miners ETF
RING
$2.25B
$2M 0.95%
72,508
+937
+1% +$29.3K
ORCL icon
16
Oracle
ORCL
$382B
$1.77M 0.84%
12,548
– –
GDX icon
17
VanEck Gold Miners ETF
GDX
$22.6B
$1.7M 0.8%
50,165
+1,385
+3% +$52.4K
AAPL icon
18
Apple
AAPL
$4.81T
$1.7M 0.8%
8,049
+6,669
+483% +$1.49M
AVGO icon
19
Broadcom
AVGO
$1.88T
$1.67M 0.79%
1,038
-9,342
-90% -$1.5M
VTWO icon
20
Vanguard Russell 2000 ETF
VTWO
$17.6B
$1.65M 0.78%
20,130
+233
+1% +$20.2K
TSLA icon
21
Tesla
TSLA
$1.48T
$1.57M 0.74%
7,948
+2,929
+58% +$668K
GBTC icon
22
Grayscale Bitcoin Trust
GBTC
$9.76B
$1.41M 0.67%
26,508
-2,719
-9% -$132K
XOP icon
23
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.37B
$1.27M 0.6%
8,709
+176
+2% +$24.3K
BITQ icon
24
Bitwise Crypto Industry Innovators ETF
BITQ
$398M
$1.11M 0.53%
82,530
– –
DAPP icon
25
VanEck Digital Transformation ETF
DAPP
$250M
$1.04M 0.49%
86,811
+1,876
+2% +$21.7K
1
2 3

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