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
2976
$2.56K ﹤0.01%
82
+62
2977
$2.55K ﹤0.01%
+156
2978
$2.55K ﹤0.01%
284
-337
2979
$2.54K ﹤0.01%
134
-120
2980
$2.53K ﹤0.01%
287
-109
2981
$2.53K ﹤0.01%
111
2982
$2.52K ﹤0.01%
51
-41
2983
$2.52K ﹤0.01%
+114
2984
$2.5K ﹤0.01%
99
+13
2985
$2.5K ﹤0.01%
247
-88
2986
$2.48K ﹤0.01%
361
+6
2987
$2.48K ﹤0.01%
37
-129
2988
$2.47K ﹤0.01%
289
-241
2989
$2.46K ﹤0.01%
229
+9
2990
$2.46K ﹤0.01%
458
+353
2991
$2.43K ﹤0.01%
56
2992
$2.42K ﹤0.01%
1,344
-6,281
2993
$2.41K ﹤0.01%
27
2994
$2.4K ﹤0.01%
50
-13
2995
$2.38K ﹤0.01%
215
-3
2996
$2.37K ﹤0.01%
973
2997
$2.37K ﹤0.01%
8
2998
$2.36K ﹤0.01%
223
2999
$2.35K ﹤0.01%
33
3000
$2.35K ﹤0.01%
538
-364
118 119
120
121 122