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
251
$1.17M 0.06%
19,575
+212
252
$1.17M 0.06%
9,091
+1,113
253
$1.16M 0.06%
5,342
+367
254
$1.15M 0.06%
96,416
+12,642
255
$1.15M 0.06%
4,447
+420
256
$1.15M 0.06%
1,644
+162
257
$1.14M 0.06%
2,093
+237
258
$1.14M 0.06%
40,374
+1,515
259
$1.13M 0.06%
5,936
+545
260
$1.13M 0.06%
7,141
+1,106
261
$1.13M 0.06%
3,262
+452
262
$1.12M 0.06%
14,223
-344
263
$1.11M 0.06%
15,178
+1,126
264
$1.11M 0.06%
3,163
+331
265
$1.1M 0.06%
4,221
+379
266
$1.1M 0.06%
6,282
+667
267
$1.1M 0.06%
9,793
+1,261
268
$1.1M 0.06%
6,359
+1,019
269
$1.1M 0.06%
45,134
+7,642
270
$1.09M 0.06%
25,196
+2,188
271
$1.09M 0.06%
34,627
-16,617
272
$1.08M 0.06%
22,901
+2,240
273
$1.08M 0.06%
3,345
+364
274
$1.08M 0.06%
23,931
+3,527
275
$1.07M 0.06%
7,020
+380
9 10
11
12 13