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
3226
$709 ﹤0.01%
45
3227
$704 ﹤0.01%
30
+9
3228
$701 ﹤0.01%
+102
3229
$699 ﹤0.01%
31
3230
$696 ﹤0.01%
25
-55
3231
$694 ﹤0.01%
25
+10
3232
$693 ﹤0.01%
+94
3233
$693 ﹤0.01%
+42
3234
$685 ﹤0.01%
+95
3235
$679 ﹤0.01%
+35
3236
$679 ﹤0.01%
+32
3237
$676 ﹤0.01%
+131
3238
$672 ﹤0.01%
+10
3239
$670 ﹤0.01%
+78
3240
$667 ﹤0.01%
82
3241
$665 ﹤0.01%
+138
3242
$664 ﹤0.01%
+88
3243
$663 ﹤0.01%
+173
3244
$663 ﹤0.01%
+86
3245
$642 ﹤0.01%
+52
3246
$640 ﹤0.01%
+55
3247
$632 ﹤0.01%
197
3248
$631 ﹤0.01%
69
-25
3249
$630 ﹤0.01%
+120
3250
$616 ﹤0.01%
112
+67
128 129
130
131 132