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
2601
$8.44K ﹤0.01%
1,261
+807
2602
$8.41K ﹤0.01%
603
2603
$8.39K ﹤0.01%
394
-124
2604
$8.38K ﹤0.01%
304
+21
2605
$8.34K ﹤0.01%
276
2606
$8.33K ﹤0.01%
226
-83
2607
$8.32K ﹤0.01%
285
-83
2608
$8.32K ﹤0.01%
462
-712
2609
$8.27K ﹤0.01%
206
+23
2610
$8.25K ﹤0.01%
304
2611
$8.25K ﹤0.01%
209
2612
$8.24K ﹤0.01%
740
+60
2613
$8.22K ﹤0.01%
127
-4
2614
$8.21K ﹤0.01%
649
+137
2615
$8.21K ﹤0.01%
562
+90
2616
$8.19K ﹤0.01%
561
+60
2617
$8.17K ﹤0.01%
550
+269
2618
$8.14K ﹤0.01%
560
+301
2619
$8.1K ﹤0.01%
542
+9
2620
$8.06K ﹤0.01%
193
2621
$7.96K ﹤0.01%
459
-253
2622
$7.95K ﹤0.01%
613
+110
2623
$7.95K ﹤0.01%
185
-7
2624
$7.95K ﹤0.01%
150
-5
2625
$7.95K ﹤0.01%
756
+58
103 104
105
106 107