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
376
$318K 0.04%
2,978
+463
377
$317K 0.04%
15,799
+6,007
378
$316K 0.04%
561
+136
379
$316K 0.04%
4,373
+412
380
$315K 0.04%
4,427
+1,254
381
$314K 0.04%
225
+93
382
$312K 0.04%
1,524
+52
383
$312K 0.04%
3,375
+788
384
$311K 0.04%
8,035
-2,812
385
$311K 0.04%
2,414
+749
386
$307K 0.04%
1,558
+699
387
$302K 0.04%
5,285
+2,406
388
$302K 0.04%
2,336
+1,300
389
$300K 0.04%
8,891
+541
390
$300K 0.04%
5,867
+2,796
391
$299K 0.04%
3,133
+1,390
392
$297K 0.04%
661
+256
393
$295K 0.04%
1,617
+92
394
$294K 0.04%
11,041
+4,195
395
$294K 0.04%
1,620
+566
396
$293K 0.04%
1,263
+755
397
$292K 0.04%
716
+88
398
$289K 0.04%
3,513
+427
399
$287K 0.04%
7,976
+3,771
400
$284K 0.04%
759
+425
14 15
16
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