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
126
$20.5K 0.01%
+75
127
$20.2K 0.01%
+16,000
128
$19.9K 0.01%
+64
129
$19.7K 0.01%
+98
130
$19.4K 0.01%
+900
131
$19.4K 0.01%
+770
132
$18.9K 0.01%
+99
133
$18.7K 0.01%
+750
134
$18.2K 0.01%
+70
135
$18.2K 0.01%
+8,200
136
$18.1K 0.01%
+115
137
$17.9K 0.01%
+231
138
$16.1K 0.01%
+90
139
$16K 0.01%
+500
140
$15.4K 0.01%
+478
141
$15.4K 0.01%
+443
142
$15.1K 0.01%
+40
143
$15K 0.01%
+139
144
$15K 0.01%
+80
145
$14.4K 0.01%
+550
146
$14K 0.01%
+700
147
$14K 0.01%
+450
148
$13.9K 0.01%
+750
149
$13.8K 0.01%
+1,000
150
$13.4K 0.01%
+1,977
4 5
6
7 8