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
3001
$2.35K ﹤0.01%
31
+2
3002
$2.34K ﹤0.01%
118
+25
3003
$2.32K ﹤0.01%
12
-13
3004
$2.32K ﹤0.01%
439
+92
3005
$2.31K ﹤0.01%
24
3006
$2.29K ﹤0.01%
122
-238
3007
$2.26K ﹤0.01%
+231
3008
$2.25K ﹤0.01%
12
3009
$2.25K ﹤0.01%
135
3010
$2.25K ﹤0.01%
381
-289
3011
$2.24K ﹤0.01%
309
+56
3012
$2.21K ﹤0.01%
527
-158
3013
$2.21K ﹤0.01%
147
+67
3014
$2.19K ﹤0.01%
68
+6
3015
$2.19K ﹤0.01%
62
-92
3016
$2.17K ﹤0.01%
68
3017
$2.16K ﹤0.01%
73
3018
$2.16K ﹤0.01%
208
-4
3019
$2.16K ﹤0.01%
170
-116
3020
$2.15K ﹤0.01%
243
-1,221
3021
$2.14K ﹤0.01%
121
-150
3022
$2.14K ﹤0.01%
158
+14
3023
$2.13K ﹤0.01%
136
+45
3024
$2.12K ﹤0.01%
92
3025
$2.08K ﹤0.01%
45
+14
119 120
121
122 123