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
376
$752K 0.04%
4,489
+326
377
$747K 0.04%
3,991
+842
378
$746K 0.04%
1,273
+211
379
$743K 0.04%
2,202
+689
380
$743K 0.04%
6,401
+1,020
381
$741K 0.04%
2,486
+254
382
$740K 0.04%
7,043
-424
383
$740K 0.04%
4,435
+227
384
$735K 0.04%
8,802
+1,104
385
$733K 0.04%
8,167
+2,864
386
$733K 0.04%
12,602
+2,382
387
$731K 0.04%
5,275
+1,040
388
$728K 0.04%
2,943
+517
389
$727K 0.04%
11,521
+1,380
390
$724K 0.04%
20,864
+1,118
391
$723K 0.04%
10,113
+2,188
392
$714K 0.04%
11,798
+935
393
$713K 0.04%
3,511
+641
394
$709K 0.04%
4,808
+625
395
$703K 0.04%
4,545
+386
396
$701K 0.04%
37,507
+2,235
397
$700K 0.04%
5,083
+992
398
$699K 0.04%
734
-56
399
$699K 0.04%
3,241
400
$698K 0.04%
12,949
14 15
16
17 18