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
2501
$2.42K ﹤0.01%
95
2502
$2.41K ﹤0.01%
284
-150
2503
$2.41K ﹤0.01%
224
+100
2504
$2.4K ﹤0.01%
94
-466
2505
$2.39K ﹤0.01%
25
-29
2506
$2.37K ﹤0.01%
60
+35
2507
$2.36K ﹤0.01%
110
2508
$2.34K ﹤0.01%
271
+202
2509
$2.33K ﹤0.01%
+300
2510
$2.31K ﹤0.01%
382
+258
2511
$2.3K ﹤0.01%
+81
2512
$2.29K ﹤0.01%
110
+102
2513
$2.25K ﹤0.01%
65
+17
2514
$2.25K ﹤0.01%
209
+36
2515
$2.24K ﹤0.01%
203
+145
2516
$2.23K ﹤0.01%
397
-72
2517
$2.23K ﹤0.01%
+41
2518
$2.22K ﹤0.01%
99
-8
2519
$2.22K ﹤0.01%
268
+188
2520
$2.22K ﹤0.01%
43
2521
$2.21K ﹤0.01%
49
-12
2522
$2.2K ﹤0.01%
40
+8
2523
$2.2K ﹤0.01%
560
-153
2524
$2.2K ﹤0.01%
+152
2525
$2.18K ﹤0.01%
206
-25
99 100
101
102 103