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
351
$344K 0.05%
3,519
+858
352
$344K 0.05%
4,596
+1,299
353
$341K 0.05%
2,297
+1,291
354
$340K 0.05%
7,846
+1,302
355
$335K 0.05%
11,641
+4,106
356
$333K 0.05%
3,124
+1,589
357
$333K 0.05%
5,869
+4,131
358
$332K 0.05%
23,388
+4,312
359
$331K 0.05%
4,253
+2,137
360
$331K 0.05%
7,450
+1,098
361
$331K 0.05%
4,631
+504
362
$330K 0.05%
6,443
+2,844
363
$329K 0.04%
3,359
+2,472
364
$329K 0.04%
5,698
+2,145
365
$328K 0.04%
1,462
+533
366
$328K 0.04%
2,164
+303
367
$328K 0.04%
3,722
+1,828
368
$328K 0.04%
11,536
+1,126
369
$327K 0.04%
5,193
+1,610
370
$324K 0.04%
769
+273
371
$323K 0.04%
6,017
+3,327
372
$322K 0.04%
2,074
+1,023
373
$322K 0.04%
1,227
+514
374
$319K 0.04%
17,017
+6,661
375
$318K 0.04%
1,107
+447
13 14
15
16 17