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
3051
$1.84K ﹤0.01%
9
3052
$1.84K ﹤0.01%
+225
3053
$1.83K ﹤0.01%
34
3054
$1.83K ﹤0.01%
262
+128
3055
$1.8K ﹤0.01%
179
-116
3056
$1.79K ﹤0.01%
55
-381
3057
$1.79K ﹤0.01%
181
-277
3058
$1.78K ﹤0.01%
+24
3059
$1.78K ﹤0.01%
194
-35
3060
$1.77K ﹤0.01%
351
-1,245
3061
$1.77K ﹤0.01%
16
+4
3062
$1.76K ﹤0.01%
97
-146
3063
$1.76K ﹤0.01%
218
+20
3064
$1.75K ﹤0.01%
667
-2,536
3065
$1.75K ﹤0.01%
137
-12
3066
$1.74K ﹤0.01%
+222
3067
$1.73K ﹤0.01%
71
-3
3068
$1.73K ﹤0.01%
64
3069
$1.71K ﹤0.01%
202
3070
$1.71K ﹤0.01%
209
+109
3071
$1.7K ﹤0.01%
302
+210
3072
$1.7K ﹤0.01%
+125
3073
$1.69K ﹤0.01%
519
-713
3074
$1.68K ﹤0.01%
38
+17
3075
$1.67K ﹤0.01%
229
-357
121 122
123
124 125