GPFA
Game Plan Financial Advisors Portfolio holdings
AUM
$229M
1-Year Return
20.37%
This Quarter Return
+4.73%
1 Year Return
+20.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
+$5.33M
(+2.7%)
Cap. Flow
-$21.3M
Cap. Flow
% of AUM
-10.5%
Top 10 Holdings %
Top 10 Hldgs %
33.4%
Holding
481
New
45
Increased
64
Reduced
84
Closed
72
Top Buys
| 1 |
FedEx
FDX
|
$1.89M |
| 2 |
American Express
AXP
|
$1.81M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.19M |
| 4 |
iShares US Insurance ETF
IAK
|
$1.1M |
| 5 |
RH
RH
|
$780K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.44M |
| 2 |
Las Vegas Sands
LVS
|
$1.65M |
| 3 |
Lamb Weston
LW
|
$1.58M |
| 4 |
Chevron
CVX
|
$1.44M |
| 5 |
Clorox
CLX
|
$1.03M |
Sector Composition
| 1 | Technology | 19.92% |
| 2 | Consumer Discretionary | 11.06% |
| 3 | Financials | 7.69% |
| 4 | Communication Services | 6.18% |
| 5 | Industrials | 3.98% |
