GI

GAMMA Investing Portfolio holdings

AUM $2.14B
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,974
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.23M
3
+$5.43M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.72M

Top Sells

1
+$1.65M
2
+$1.41M
3
+$1.26M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.16M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$1.15M

Sector Composition

1 Technology 27.48%
2 Financials 13.08%
3 Consumer Discretionary 9.14%
4 Industrials 8.43%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32M 0.07%
6,029
+871
227
$1.31M 0.07%
8,088
+245
228
$1.31M 0.07%
1,821
+95
229
$1.3M 0.07%
45,159
+1,570
230
$1.29M 0.07%
12,507
+623
231
$1.28M 0.07%
18,140
+2,195
232
$1.27M 0.07%
4,640
+219
233
$1.26M 0.07%
10,498
+678
234
$1.26M 0.07%
4,380
+547
235
$1.26M 0.07%
4,111
+989
236
$1.26M 0.07%
6,228
-347
237
$1.25M 0.07%
11,080
+1,178
238
$1.25M 0.07%
8,721
-12
239
$1.24M 0.07%
1,974
+250
240
$1.24M 0.07%
16,357
+1,538
241
$1.24M 0.07%
6,596
+802
242
$1.24M 0.07%
18,290
+1,069
243
$1.23M 0.07%
24,444
-6,706
244
$1.23M 0.07%
12,191
+457
245
$1.2M 0.07%
4,398
+555
246
$1.2M 0.07%
61,637
+7,883
247
$1.19M 0.07%
4,994
+550
248
$1.19M 0.07%
18,491
+55
249
$1.18M 0.07%
4,805
+496
250
$1.18M 0.07%
6,269
+835
8 9
10
11 12