GPFA

Game Plan Financial Advisors Portfolio holdings

AUM $229M
1-Year Est. Return 20.37%
This Quarter Est. Return
1 Year Est. Return
+20.37%
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
326
$33 ﹤0.01%
+20
327
0
328
$15 ﹤0.01%
+200
329
$11 ﹤0.01%
+1
330
0
331
$7 ﹤0.01%
+1
332
$6 ﹤0.01%
+131
333
$2 ﹤0.01%
+120
334
$2 ﹤0.01%
+40
335
0
336
$0 ﹤0.01%
+15
337
$0 ﹤0.01%
+50
338
$0 ﹤0.01%
+140
339
$0 ﹤0.01%
+7,369