GI

GAMMA Investing Portfolio holdings

AUM $1.81B
1-Year Est. Return 26.41%
This Quarter Est. Return
1 Year Est. Return
+26.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,583
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$11.7M
4
AMZN icon
Amazon
AMZN
+$6.45M
5
LLY icon
Eli Lilly
LLY
+$4.39M

Top Sells

1
+$383K
2
+$373K
3
+$230K
4
CF icon
CF Industries
CF
+$147K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$109K

Sector Composition

1 Technology 25.58%
2 Financials 11.9%
3 Healthcare 9.56%
4 Consumer Discretionary 7.9%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$458K 0.06%
5,877
+1,099
277
$457K 0.06%
8,787
-7,174
278
$457K 0.06%
8,627
+3,525
279
$456K 0.06%
2,508
+1,328
280
$456K 0.06%
2,857
+757
281
$455K 0.06%
904
+336
282
$454K 0.06%
1,871
+893
283
$451K 0.06%
6,451
+3,012
284
$448K 0.06%
8,389
-14
285
$445K 0.06%
4,976
+1,391
286
$441K 0.06%
9,752
+5,273
287
$440K 0.06%
1,883
+1,072
288
$440K 0.06%
3,708
+1,604
289
$439K 0.06%
487
+56
290
$439K 0.06%
3,151
+824
291
$434K 0.06%
4,078
+769
292
$431K 0.06%
2,205
293
$429K 0.06%
12,739
+4,854
294
$428K 0.06%
24,375
+7,691
295
$425K 0.06%
7,423
+5,647
296
$424K 0.06%
2,603
+1,170
297
$421K 0.06%
12,162
+3,815
298
$420K 0.06%
8,493
+2,266
299
$419K 0.06%
1,522
+893
300
$418K 0.06%
4,662
+364
10 11
12
13 14