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
$69.8M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.05M
3 +$697K
4
AYX
Alteryx Inc
AYX
+$686K
5
MSFT icon
Microsoft
MSFT
+$360K

Top Sells

1 +$4.06M
2 +$2.35M
3 +$2.11M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2M
5
ETN icon
Eaton
ETN
+$1.83M

Sector Composition

1 Technology 41.86%
2 Consumer Discretionary 12.31%
3 Consumer Staples 12.3%
4 Financials 12.15%
5 Communication Services 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,690
102
-2,000
103
-27,765