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
2601
$1.58K ﹤0.01%
+48
2602
$1.58K ﹤0.01%
+31
2603
$1.57K ﹤0.01%
120
+72
2604
$1.56K ﹤0.01%
+637
2605
$1.56K ﹤0.01%
+68
2606
$1.56K ﹤0.01%
32
2607
$1.55K ﹤0.01%
183
+92
2608
$1.55K ﹤0.01%
37
2609
$1.54K ﹤0.01%
82
+37
2610
$1.54K ﹤0.01%
24
+2
2611
$1.53K ﹤0.01%
96
2612
$1.53K ﹤0.01%
62
+14
2613
$1.52K ﹤0.01%
164
+6
2614
$1.52K ﹤0.01%
30
-97
2615
$1.5K ﹤0.01%
355
-312
2616
$1.49K ﹤0.01%
40
-9
2617
$1.49K ﹤0.01%
188
-11
2618
$1.48K ﹤0.01%
141
2619
$1.48K ﹤0.01%
38
+3
2620
$1.48K ﹤0.01%
31
2621
$1.48K ﹤0.01%
40
+3
2622
$1.48K ﹤0.01%
29
+8
2623
$1.47K ﹤0.01%
113
+16
2624
$1.46K ﹤0.01%
94
+93
2625
$1.46K ﹤0.01%
134
+18
103 104
105
106 107