GM
Gilfoyle Management Portfolio holdings
AUM
$25K
This Quarter Return
+15.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$19.4K
AUM Growth
+$19.4K
(+158%)
Cap. Flow
+$10.9K
Cap. Flow
% of AUM
56.38%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
2
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
CRISPR Therapeutics
CRSP
|
$4.84K |
| 2 |
Tesla
TSLA
|
$2.4K |
| 3 |
ARK Innovation ETF
ARKK
|
$1.59K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.35K |
| 5 |
Invesco QQQ Trust
QQQ
|
$741 |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 25% |
| 2 | Consumer Discretionary | 12.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
CRISPR Therapeutics
CRSP
$4.71B
| $4.84K | 25% | +100 | New | +$4.84K |
|
|
2
iShares Core S&P 500 ETF
IVV
$662B
| $4.5K | 23.25% | 10 +3 | +43% | +$1.35K |
|
|
3
ARK Innovation ETF
ARKK
$7.45B
| $4.29K | 22.16% | 100 +37 | +59% | +$1.59K |
|
|
4
Invesco QQQ Trust
QQQ
$364B
| $3.33K | 17.21% | 9 +2 | +29% | +$741 |
|
|
5
Tesla
TSLA
$1.08T
| $2.4K | 12.38% | +10 | New | +$2.4K |
|