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
3026
$2.07K ﹤0.01%
48
+23
3027
$2.07K ﹤0.01%
160
-2,201
3028
$2.06K ﹤0.01%
15
+2
3029
$2.04K ﹤0.01%
262
+19
3030
$2.02K ﹤0.01%
68
3031
$2.02K ﹤0.01%
135
-25
3032
$2.01K ﹤0.01%
746
3033
$2K ﹤0.01%
30
3034
$2K ﹤0.01%
278
+38
3035
$1.98K ﹤0.01%
47
+11
3036
$1.98K ﹤0.01%
220
-253
3037
$1.98K ﹤0.01%
45
3038
$1.97K ﹤0.01%
51
-27
3039
$1.95K ﹤0.01%
238
-379
3040
$1.93K ﹤0.01%
273
-668
3041
$1.93K ﹤0.01%
377
+85
3042
$1.92K ﹤0.01%
153
-96
3043
$1.92K ﹤0.01%
131
3044
$1.91K ﹤0.01%
230
-131
3045
$1.91K ﹤0.01%
198
+30
3046
$1.9K ﹤0.01%
88
+78
3047
$1.88K ﹤0.01%
128
-149
3048
$1.87K ﹤0.01%
385
-249
3049
$1.85K ﹤0.01%
25
-6
3050
$1.85K ﹤0.01%
+27
120 121
122
123 124