GI

GAMMA Investing Portfolio holdings

AUM $1.81B
1-Year Est. Return 26.41%
This Quarter Est. Return
1 Year Est. Return
+26.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,583
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$11.7M
4
AMZN icon
Amazon
AMZN
+$6.45M
5
LLY icon
Eli Lilly
LLY
+$4.39M

Top Sells

1
+$383K
2
+$373K
3
+$230K
4
CF icon
CF Industries
CF
+$147K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$109K

Sector Composition

1 Technology 25.58%
2 Financials 11.9%
3 Healthcare 9.56%
4 Consumer Discretionary 7.9%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$607K 0.08%
2,253
+732
227
$604K 0.08%
2,339
+817
228
$600K 0.08%
1,200
+927
229
$597K 0.08%
20,823
+1,702
230
$590K 0.08%
2,925
+131
231
$589K 0.08%
2,795
+701
232
$588K 0.08%
9,763
-238
233
$588K 0.08%
11,087
+4,077
234
$584K 0.08%
25,859
+8,601
235
$583K 0.08%
1,511
+470
236
$583K 0.08%
9,643
+5,682
237
$579K 0.08%
3,812
+891
238
$570K 0.08%
1,170
+575
239
$569K 0.08%
1,897
+593
240
$569K 0.08%
11,382
+1,121
241
$568K 0.08%
2,835
+1,076
242
$566K 0.08%
10,480
+4,690
243
$564K 0.08%
2,586
+833
244
$560K 0.08%
3,049
+978
245
$550K 0.07%
9,177
+3,930
246
$548K 0.07%
5,322
+1,174
247
$544K 0.07%
10,183
+3,328
248
$542K 0.07%
10,128
+5,074
249
$533K 0.07%
9,032
+628
250
$533K 0.07%
2,203
+547
8 9
10
11 12