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
3276
$510 ﹤0.01%
17
-78
3277
$507 ﹤0.01%
+15
3278
$504 ﹤0.01%
+5
3279
$500 ﹤0.01%
55
+4
3280
$483 ﹤0.01%
87
+8
3281
$474 ﹤0.01%
+30
3282
$470 ﹤0.01%
+108
3283
$468 ﹤0.01%
+5
3284
$458 ﹤0.01%
+14
3285
$456 ﹤0.01%
4
3286
$451 ﹤0.01%
15
3287
$443 ﹤0.01%
77
3288
$438 ﹤0.01%
+31
3289
$435 ﹤0.01%
+24
3290
$435 ﹤0.01%
72
3291
$431 ﹤0.01%
75
-32
3292
$425 ﹤0.01%
+6
3293
$415 ﹤0.01%
94
+63
3294
$414 ﹤0.01%
40
3295
$414 ﹤0.01%
+78
3296
$413 ﹤0.01%
15
-6
3297
$406 ﹤0.01%
26
3298
$402 ﹤0.01%
66
+40
3299
$402 ﹤0.01%
+39
3300
$401 ﹤0.01%
52
130 131
132
133 134