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
2751
$5.71K ﹤0.01%
361
-13
2752
$5.7K ﹤0.01%
165
2753
$5.68K ﹤0.01%
746
+271
2754
$5.68K ﹤0.01%
143
+22
2755
$5.67K ﹤0.01%
936
+426
2756
$5.67K ﹤0.01%
+151
2757
$5.64K ﹤0.01%
350
+48
2758
$5.62K ﹤0.01%
430
-25
2759
$5.61K ﹤0.01%
601
+6
2760
$5.58K ﹤0.01%
168
+109
2761
$5.56K ﹤0.01%
+487
2762
$5.52K ﹤0.01%
327
+14
2763
$5.51K ﹤0.01%
41
+1
2764
$5.5K ﹤0.01%
1,054
+663
2765
$5.5K ﹤0.01%
330
-36
2766
$5.47K ﹤0.01%
175
+13
2767
$5.45K ﹤0.01%
225
+7
2768
$5.43K ﹤0.01%
2,769
+2,228
2769
$5.43K ﹤0.01%
509
-1,112
2770
$5.38K ﹤0.01%
142
+84
2771
$5.37K ﹤0.01%
+144
2772
$5.36K ﹤0.01%
189
-54
2773
$5.35K ﹤0.01%
3,564
+2,328
2774
$5.31K ﹤0.01%
168
2775
$5.29K ﹤0.01%
117
109 110
111
112 113