GI
GAMMA Investing Portfolio holdings
AUM
$1.58B
1-Year Return
23.44%
This Quarter Return
+12.18%
1 Year Return
+23.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$491M
AUM Growth
+$122M
(+33%)
Cap. Flow
+$91.2M
Cap. Flow
% of AUM
18.58%
Top 10 Holdings %
Top 10 Hldgs %
22.8%
Holding
3,414
New
215
Increased
2,072
Reduced
600
Closed
93
Top Buys
| 1 |
Microsoft
MSFT
|
$4.2M |
| 2 |
NVIDIA
NVDA
|
$3.59M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$2.39M |
| 4 |
Amazon
AMZN
|
$2.33M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.71M |
Top Sells
| 1 |
Kimco Realty
KIM
|
$158K |
| 2 |
WBB
Westbury Bancorp, Inc.
WBB
|
$124K |
| 3 |
BHP
BHP
|
$79K |
| 4 |
Caesars Entertainment
CZR
|
$55.2K |
| 5 |
Healthcare Realty
HR
|
$47K |
Sector Composition
| 1 | Technology | 22.4% |
| 2 | Financials | 13% |
| 3 | Healthcare | 9.95% |
| 4 | Consumer Discretionary | 8.47% |
| 5 | Industrials | 8.18% |
