GPFA

Game Plan Financial Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 24.07%
This Quarter Est. Return
1 Year Est. Return
+24.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.64M
3
+$5.56M
4
MSFT icon
Microsoft
MSFT
+$5.24M
5
AMZN icon
Amazon
AMZN
+$5.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 9.58%
3 Financials 6.33%
4 Communication Services 6.16%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.43K ﹤0.01%
+150
227
$3.29K ﹤0.01%
+40
228
$3.27K ﹤0.01%
+60
229
$3.24K ﹤0.01%
+1,500
230
$3.02K ﹤0.01%
+4,500
231
$2.9K ﹤0.01%
+25
232
$2.86K ﹤0.01%
+151
233
$2.63K ﹤0.01%
+100
234
$2.61K ﹤0.01%
+100
235
$2.58K ﹤0.01%
+13
236
$2.56K ﹤0.01%
+90
237
$2.48K ﹤0.01%
+8,250
238
$2.47K ﹤0.01%
+22
239
$2.45K ﹤0.01%
+50
240
$2.43K ﹤0.01%
+30
241
$2.42K ﹤0.01%
+10
242
$2.17K ﹤0.01%
+30
243
$2.17K ﹤0.01%
+200
244
$2.1K ﹤0.01%
+200
245
$2.08K ﹤0.01%
+50
246
$2.07K ﹤0.01%
+2,813
247
$2.02K ﹤0.01%
+117
248
$2.02K ﹤0.01%
+100
249
$1.73K ﹤0.01%
+55
250
$1.64K ﹤0.01%
+68
8 9
10
11 12