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
3101
$1.47K ﹤0.01%
239
-141
3102
$1.45K ﹤0.01%
56
-72
3103
$1.45K ﹤0.01%
112
+40
3104
$1.44K ﹤0.01%
169
+29
3105
$1.44K ﹤0.01%
58
-166
3106
$1.44K ﹤0.01%
324
-10,811
3107
$1.43K ﹤0.01%
179
+83
3108
$1.43K ﹤0.01%
145
-87
3109
$1.42K ﹤0.01%
+86
3110
$1.42K ﹤0.01%
146
+86
3111
$1.41K ﹤0.01%
311
+88
3112
$1.4K ﹤0.01%
185
-193
3113
$1.4K ﹤0.01%
93
3114
$1.38K ﹤0.01%
208
+86
3115
$1.37K ﹤0.01%
26
+18
3116
$1.36K ﹤0.01%
124
3117
$1.34K ﹤0.01%
+174
3118
$1.34K ﹤0.01%
17
3119
$1.34K ﹤0.01%
37
3120
$1.33K ﹤0.01%
58
-125
3121
$1.33K ﹤0.01%
359
-208
3122
$1.32K ﹤0.01%
100
-69
3123
$1.32K ﹤0.01%
159
3124
$1.31K ﹤0.01%
41
+20
3125
$1.31K ﹤0.01%
121
123 124
125
126 127