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
276
$1.07M 0.06%
5,403
+414
277
$1.07M 0.06%
11,858
+1,325
278
$1.04M 0.06%
5,079
+361
279
$1.04M 0.06%
11,114
280
$1.04M 0.06%
6,823
+1,067
281
$1.04M 0.06%
1,594
+131
282
$1.03M 0.06%
3,325
+407
283
$1.03M 0.06%
9,822
+1,574
284
$1.03M 0.06%
18,027
+3,006
285
$1.02M 0.06%
8,049
+113
286
$1.02M 0.06%
29,100
+3,107
287
$1.01M 0.06%
6,207
+1,045
288
$998K 0.06%
25,441
+1,323
289
$997K 0.06%
17,564
+1,898
290
$996K 0.05%
26,816
+3,629
291
$990K 0.05%
16,293
+2,292
292
$988K 0.05%
1,747
+237
293
$988K 0.05%
6,966
+826
294
$981K 0.05%
9,979
+1,247
295
$974K 0.05%
3,484
+169
296
$972K 0.05%
2,805
+400
297
$970K 0.05%
1,726
+451
298
$970K 0.05%
226
+15
299
$969K 0.05%
10,807
-1,553
300
$966K 0.05%
24,658
-4,800
10 11
12
13 14