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
3351
$195 ﹤0.01%
+24
3352
$193 ﹤0.01%
+9
3353
$190 ﹤0.01%
+28
3354
$186 ﹤0.01%
+18
3355
$174 ﹤0.01%
15
3356
$173 ﹤0.01%
13
3357
$168 ﹤0.01%
29
-255
3358
$164 ﹤0.01%
+4
3359
$155 ﹤0.01%
21
3360
$153 ﹤0.01%
15
3361
$152 ﹤0.01%
19
-792
3362
$150 ﹤0.01%
+28
3363
$148 ﹤0.01%
+24
3364
$148 ﹤0.01%
24
-94
3365
$148 ﹤0.01%
+4
3366
$145 ﹤0.01%
21
-12
3367
$144 ﹤0.01%
+7
3368
$140 ﹤0.01%
21
-220
3369
$126 ﹤0.01%
+8
3370
$125 ﹤0.01%
6
-172
3371
$122 ﹤0.01%
+14
3372
$111 ﹤0.01%
9
3373
$95 ﹤0.01%
29
3374
$86 ﹤0.01%
3
-1,053
3375
$75 ﹤0.01%
28
133 134
135
136 137