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
2951
$2.91K ﹤0.01%
78
2952
$2.91K ﹤0.01%
148
+102
2953
$2.89K ﹤0.01%
154
+26
2954
$2.85K ﹤0.01%
185
+142
2955
$2.82K ﹤0.01%
+439
2956
$2.82K ﹤0.01%
183
2957
$2.81K ﹤0.01%
71
-228
2958
$2.77K ﹤0.01%
80
2959
$2.76K ﹤0.01%
456
-488
2960
$2.75K ﹤0.01%
196
-169
2961
$2.74K ﹤0.01%
41
-2
2962
$2.74K ﹤0.01%
414
+328
2963
$2.74K ﹤0.01%
179
-121
2964
$2.74K ﹤0.01%
93
+86
2965
$2.74K ﹤0.01%
56
2966
$2.73K ﹤0.01%
451
2967
$2.69K ﹤0.01%
74
+41
2968
$2.69K ﹤0.01%
19
2969
$2.66K ﹤0.01%
+367
2970
$2.64K ﹤0.01%
206
-10
2971
$2.62K ﹤0.01%
345
-70
2972
$2.61K ﹤0.01%
+105
2973
$2.59K ﹤0.01%
8
+2
2974
$2.58K ﹤0.01%
139
+11
2975
$2.56K ﹤0.01%
122
+55
117 118
119
120 121