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
176
$8.57K ﹤0.01%
+93
177
$8.53K ﹤0.01%
+20
178
$8.48K ﹤0.01%
+750
179
$8.06K ﹤0.01%
+560
180
$8.05K ﹤0.01%
+1,800
181
$8K ﹤0.01%
+50,000
182
$7.79K ﹤0.01%
+100
183
$7.59K ﹤0.01%
+32
184
$7.46K ﹤0.01%
+22
185
$7.34K ﹤0.01%
+54
186
$7.23K ﹤0.01%
+200
187
$7.13K ﹤0.01%
+700
188
$7.12K ﹤0.01%
+200
189
$7.1K ﹤0.01%
+249
190
$6.87K ﹤0.01%
+500
191
$6.84K ﹤0.01%
+194
192
$6.2K ﹤0.01%
+2,200
193
$6.18K ﹤0.01%
+380
194
$6.12K ﹤0.01%
+100
195
$6.04K ﹤0.01%
+25
196
$6.03K ﹤0.01%
+3,000
197
$5.57K ﹤0.01%
+1,000
198
$5.52K ﹤0.01%
+720
199
$5.47K ﹤0.01%
+100
200
$5.47K ﹤0.01%
+200
6 7
8
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