GAMMA Investing’s Latham Group SWIM Stock Holding History

GAMMA Investing’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.84K	Sell	594 -69	-10%	-$388	﹤0.01%	3582
2026 Q1	$3.56K	Sell	663 -112	-14%	-$714	﹤0.01%	3495
2025 Q4	$4.92K	Sell	775 -51	-6%	-$357	﹤0.01%	3281
2025 Q3	$6.29K	Sell	826 -153	-16%	-$1.13K	﹤0.01%	3085
2025 Q2	$6.25K	Sell	979 -103	-10%	-$599	﹤0.01%	3030
2025 Q1	$6.96K	Buy	1,082 +821	+315%	+$5.52K	﹤0.01%	2925
2024 Q4	$1.82K	Buy	+261	New	+$1.75K	﹤0.01%	3248

Other funds holding SWIM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return