GI

GAMMA Investing Portfolio holdings

AUM $1.99B
1-Year Est. Return 27.28%
This Quarter Est. Return
1 Year Est. Return
+27.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,941
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$9.49M
3
+$5.02M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.91M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.66M

Top Sells

1
+$5.92M
2
+$5.06M
3
+$4.64M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$3.9M

Sector Composition

1 Technology 26.33%
2 Financials 13.43%
3 Consumer Discretionary 8.83%
4 Industrials 8.49%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$3.46K ﹤0.01%
567
+307
2877
$3.45K ﹤0.01%
200
2878
$3.45K ﹤0.01%
71
+6
2879
$3.45K ﹤0.01%
41
-1
2880
$3.42K ﹤0.01%
154
-220
2881
$3.42K ﹤0.01%
221
-10
2882
$3.41K ﹤0.01%
183
+162
2883
$3.41K ﹤0.01%
299
+279
2884
$3.41K ﹤0.01%
336
-371
2885
$3.41K ﹤0.01%
84
-119
2886
$3.4K ﹤0.01%
740
+341
2887
$3.4K ﹤0.01%
78
-173
2888
$3.35K ﹤0.01%
516
+151
2889
$3.35K ﹤0.01%
+275
2890
$3.34K ﹤0.01%
475
-896
2891
$3.34K ﹤0.01%
89
+7
2892
$3.32K ﹤0.01%
+94
2893
$3.32K ﹤0.01%
+141
2894
$3.29K ﹤0.01%
34
-5
2895
$3.27K ﹤0.01%
361
-54
2896
$3.25K ﹤0.01%
346
-715
2897
$3.19K ﹤0.01%
361
-9
2898
$3.19K ﹤0.01%
1,230
2899
$3.17K ﹤0.01%
+346
2900
$3.15K ﹤0.01%
1,616
-1,401
114 115
116
117 118