GPFA
Game Plan Financial Advisors Portfolio holdings
AUM
$229M
1-Year Return
20.37%
This Quarter Return
+13.31%
1 Year Return
+20.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$22.9M
(+11%)
Cap. Flow
+$3.2M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
33.67%
Holding
420
New
64
Increased
51
Reduced
62
Closed
32
Top Buys
| 1 |
ServiceNow
NOW
|
$3.4M |
| 2 |
CrowdStrike
CRWD
|
$2.87M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.32M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$2M |
| 5 |
iShares US Insurance ETF
IAK
|
$1.16M |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.43M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.41M |
| 3 |
SL Green Realty
SLG
|
$1.56M |
| 4 |
Apple
AAPL
|
$1.25M |
| 5 |
Flutter Entertainment
FLUT
|
$979K |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 10.52% |
| 3 | Consumer Discretionary | 6.44% |
| 4 | Communication Services | 6.03% |
| 5 | Consumer Staples | 4.58% |
