GI

GAMMA Investing Portfolio holdings

AUM $1.81B
1-Year Est. Return 26.41%
This Quarter Est. Return
1 Year Est. Return
+26.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,583
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$11.7M
4
AMZN icon
Amazon
AMZN
+$6.45M
5
LLY icon
Eli Lilly
LLY
+$4.39M

Top Sells

1
+$383K
2
+$373K
3
+$230K
4
CF icon
CF Industries
CF
+$147K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$109K

Sector Composition

1 Technology 25.58%
2 Financials 11.9%
3 Healthcare 9.56%
4 Consumer Discretionary 7.9%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$390K 0.05%
1,885
+678
327
$383K 0.05%
1,698
+602
328
$383K 0.05%
5,518
+1,709
329
$383K 0.05%
5,738
+453
330
$382K 0.05%
1,707
+43
331
$379K 0.05%
2,798
+1,278
332
$378K 0.05%
22,250
-770
333
$376K 0.05%
3,010
+489
334
$374K 0.05%
38,259
+22,946
335
$374K 0.05%
3,300
+248
336
$371K 0.05%
2,947
+821
337
$371K 0.05%
8,077
+1,165
338
$367K 0.05%
4,115
+1,918
339
$362K 0.05%
122
+19
340
$362K 0.05%
10,323
+2,549
341
$361K 0.05%
+6,507
342
$357K 0.05%
2,458
+1,576
343
$355K 0.05%
4,546
+987
344
$354K 0.05%
4,809
+2,588
345
$354K 0.05%
+15,349
346
$353K 0.05%
3,057
+1,266
347
$350K 0.05%
7,388
+2,987
348
$348K 0.05%
12,601
+4,895
349
$347K 0.05%
9,062
+2,950
350
$345K 0.05%
10,714
+3,128
12 13
14
15 16