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
$203M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.81M
3 +$1.19M
4
IAK icon
iShares US Insurance ETF
IAK
+$1.1M
5
RH icon
RH
RH
+$780K

Top Sells

1 +$3.44M
2 +$1.65M
3 +$1.58M
4
CVX icon
Chevron
CVX
+$1.44M
5
CLX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.6K 0.01%
1,400
+600
152
$17K 0.01%
700
153
$16.7K 0.01%
+140
154
$16.5K 0.01%
101,000
155
$16.4K 0.01%
90
156
$16.2K 0.01%
1,000
157
$16.1K 0.01%
478
158
$15.5K 0.01%
500
+30
159
$14.9K 0.01%
446
+1
160
$14.8K 0.01%
139
161
$14.8K 0.01%
1,977
162
$14.3K 0.01%
550
163
$13.9K 0.01%
750
164
$13.8K 0.01%
50
165
$13.8K 0.01%
125
166
$13.7K 0.01%
+110
167
$13.6K 0.01%
441
+142
168
$13.6K 0.01%
+800
169
$13.5K 0.01%
250
170
$13.3K 0.01%
40
171
$13.3K 0.01%
100
172
$13.3K 0.01%
183
173
$12.4K 0.01%
124
174
$12.1K 0.01%
608
175
$11.7K 0.01%
100