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GPFA

Game Plan Financial Advisors Portfolio holdings

AUM $222M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.44M
3
+$1.9M
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$1.8M
5
IAK icon
iShares US Insurance ETF
IAK
+$1.14M

Top Sells

1
+$3.68M
2
+$2.7M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.23M
5
FLUT icon
Flutter Entertainment
FLUT
+$840K

Sector Composition

1 Technology 19.83%
2 Financials 10.52%
3 Consumer Discretionary 6.44%
4 Communication Services 6.03%
5 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,000
302
– –
0
303
– –
-5,500
304
– –
0
305
– –
-27,000
306
– –
-750
307
– –
-120
308
– –
-815
309
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-50
310
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-175
311
– –
-25
312
$0 ﹤0.01%
600
313
$0 ﹤0.01%
120
314
$0 ﹤0.01%
5,000
9 10 11 12
13