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
2476
$2.59K ﹤0.01%
75
-2
2477
$2.59K ﹤0.01%
43
-177
2478
$2.58K ﹤0.01%
76
-221
2479
$2.58K ﹤0.01%
309
+204
2480
$2.57K ﹤0.01%
+159
2481
$2.57K ﹤0.01%
70
2482
$2.56K ﹤0.01%
492
+396
2483
$2.56K ﹤0.01%
63
+11
2484
$2.55K ﹤0.01%
67
2485
$2.55K ﹤0.01%
60
+45
2486
$2.54K ﹤0.01%
200
-173
2487
$2.53K ﹤0.01%
+104
2488
$2.53K ﹤0.01%
991
+344
2489
$2.52K ﹤0.01%
215
-360
2490
$2.51K ﹤0.01%
368
+11
2491
$2.51K ﹤0.01%
494
+36
2492
$2.5K ﹤0.01%
588
+52
2493
$2.5K ﹤0.01%
107
2494
$2.5K ﹤0.01%
761
-32
2495
$2.46K ﹤0.01%
40
-63
2496
$2.46K ﹤0.01%
107
-85
2497
$2.45K ﹤0.01%
6
2498
$2.44K ﹤0.01%
125
+37
2499
$2.43K ﹤0.01%
1,381
2500
$2.43K ﹤0.01%
71
+38
98 99
100
101 102