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
351
$823K 0.05%
5,748
+332
352
$823K 0.05%
8,770
-165
353
$820K 0.05%
6,686
+406
354
$818K 0.05%
47,383
+4,048
355
$818K 0.05%
3,215
356
$816K 0.05%
18,150
-1,079
357
$814K 0.04%
6,151
+1,213
358
$807K 0.04%
9,797
+2,780
359
$804K 0.04%
16,307
-23
360
$804K 0.04%
9,802
+1,139
361
$796K 0.04%
1,596
-273
362
$791K 0.04%
3,586
+419
363
$789K 0.04%
29,923
+3,744
364
$787K 0.04%
11,439
+1,256
365
$785K 0.04%
22,837
+4,459
366
$784K 0.04%
8,310
+635
367
$771K 0.04%
19,882
+3,408
368
$769K 0.04%
1,355
+329
369
$766K 0.04%
9,851
+2,088
370
$766K 0.04%
7,935
+233
371
$764K 0.04%
11,398
-2,637
372
$762K 0.04%
3,615
+368
373
$761K 0.04%
49,486
+3,010
374
$753K 0.04%
32,836
+3,247
375
$753K 0.04%
8,540
+1,036
13 14
15
16 17