GPFA

Game Plan Financial Advisors Portfolio holdings

AUM $249M
1-Year Est. Return 20.8%
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$3.42M
2 +$3.08M
3 +$2.64M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.38M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 19.64%
2 Financials 11.58%
3 Communication Services 7.95%
4 Consumer Discretionary 5.99%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFIV icon
326
Dimensional International Value ETF
DFIV
$16.5B
-74
DDOG icon
327
Datadog
DDOG
$41.7B
-300
COIN icon
328
Coinbase
COIN
$65B
-200
CMG icon
329
Chipotle Mexican Grill
CMG
$52.8B
-2,750
CMCSA icon
330
Comcast
CMCSA
$101B
-32
BUFZ icon
331
FT Vest Laddered Moderate Buffer ETF
BUFZ
$782M
-213
ARM icon
332
Arm
ARM
$112B
-725
AMC icon
333
AMC Entertainment Holdings
AMC
$826M
-10