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
251
$1.56K ﹤0.01%
+18
252
$1.54K ﹤0.01%
+30
253
$1.44K ﹤0.01%
+35
254
$1.41K ﹤0.01%
+25
255
$1.4K ﹤0.01%
+30
256
$1.4K ﹤0.01%
+32
257
$1.38K ﹤0.01%
+24
258
$1.31K ﹤0.01%
+25
259
$1.3K ﹤0.01%
+75
260
$1.29K ﹤0.01%
+55
261
$1.28K ﹤0.01%
+30
262
$1.23K ﹤0.01%
+50
263
$1.18K ﹤0.01%
+10
264
$1.09K ﹤0.01%
+29
265
$1.09K ﹤0.01%
+50
266
$1.09K ﹤0.01%
+20
267
$1.08K ﹤0.01%
+125
268
$1.07K ﹤0.01%
+12
269
$1.05K ﹤0.01%
+56
270
$1.04K ﹤0.01%
+373
271
$1.04K ﹤0.01%
+20
272
$923 ﹤0.01%
+55
273
$852 ﹤0.01%
+23
274
$835 ﹤0.01%
+10
275
$809 ﹤0.01%
+50