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
$1.33B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,930
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.71M
3
+$5.11M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
META icon
Meta Platforms (Facebook)
META
+$3.36M

Top Sells

1
+$709K
2
+$548K
3
+$540K
4
SRE icon
Sempra
SRE
+$360K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$288K

Sector Composition

1 Technology 22.35%
2 Financials 13.22%
3 Healthcare 9.23%
4 Consumer Discretionary 7.87%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$7.51K ﹤0.01%
494
+330
2552
$7.5K ﹤0.01%
678
+571
2553
$7.48K ﹤0.01%
276
2554
$7.44K ﹤0.01%
912
+477
2555
$7.44K ﹤0.01%
905
+854
2556
$7.43K ﹤0.01%
132
2557
$7.42K ﹤0.01%
145
+119
2558
$7.38K ﹤0.01%
204
+189
2559
$7.38K ﹤0.01%
295
+135
2560
$7.36K ﹤0.01%
1,165
+582
2561
$7.32K ﹤0.01%
1,868
-6,155
2562
$7.31K ﹤0.01%
368
+103
2563
$7.3K ﹤0.01%
+1,322
2564
$7.29K ﹤0.01%
19
2565
$7.29K ﹤0.01%
613
+595
2566
$7.28K ﹤0.01%
502
+200
2567
$7.26K ﹤0.01%
1,147
-169
2568
$7.25K ﹤0.01%
166
+153
2569
$7.25K ﹤0.01%
595
+474
2570
$7.23K ﹤0.01%
79
+15
2571
$7.23K ﹤0.01%
456
+205
2572
$7.19K ﹤0.01%
274
+227
2573
$7.18K ﹤0.01%
1,147
+805
2574
$7.18K ﹤0.01%
194
+36
2575
$7.17K ﹤0.01%
927
+879
101 102
103
104 105