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
2501
$10.5K ﹤0.01%
346
-22
2502
$10.5K ﹤0.01%
354
-91
2503
$10.5K ﹤0.01%
237
-6
2504
$10.5K ﹤0.01%
1,541
-845
2505
$10.5K ﹤0.01%
654
+97
2506
$10.5K ﹤0.01%
105
2507
$10.4K ﹤0.01%
318
2508
$10.4K ﹤0.01%
1,489
+392
2509
$10.3K ﹤0.01%
197
-292
2510
$10.3K ﹤0.01%
32
+2
2511
$10.3K ﹤0.01%
714
+412
2512
$10.2K ﹤0.01%
1,127
-1,278
2513
$10.1K ﹤0.01%
1,543
-1,391
2514
$10.1K ﹤0.01%
365
+6
2515
$10.1K ﹤0.01%
241
2516
$10K ﹤0.01%
240
+85
2517
$10K ﹤0.01%
38
+4
2518
$9.99K ﹤0.01%
1,150
+1,142
2519
$9.97K ﹤0.01%
303
2520
$9.93K ﹤0.01%
209
2521
$9.93K ﹤0.01%
192
+4
2522
$9.88K ﹤0.01%
639
-38
2523
$9.86K ﹤0.01%
124
-23
2524
$9.85K ﹤0.01%
459
+52
2525
$9.85K ﹤0.01%
375
+74
99 100
101
102 103