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
401
$283K 0.04%
6,557
+989
402
$283K 0.04%
2,395
+1,866
403
$282K 0.04%
5,778
+1,785
404
$280K 0.04%
3,572
+1,630
405
$280K 0.04%
2,567
+1,151
406
$278K 0.04%
2,157
+1,244
407
$277K 0.04%
1,912
+4
408
$276K 0.04%
2,335
+1,428
409
$275K 0.04%
1,612
+447
410
$272K 0.04%
3,709
+1,553
411
$272K 0.04%
6,657
+4,718
412
$271K 0.04%
2,898
+2,504
413
$270K 0.04%
1,336
+976
414
$267K 0.04%
3,260
-10
415
$267K 0.04%
2,979
+1,173
416
$266K 0.04%
3,437
+1,885
417
$265K 0.04%
2,050
+436
418
$265K 0.04%
1,917
+584
419
$264K 0.04%
6,418
+1,320
420
$264K 0.04%
3,070
+962
421
$264K 0.04%
691
+338
422
$264K 0.04%
24,403
+2,538
423
$263K 0.04%
1,632
+258
424
$263K 0.04%
689
+251
425
$262K 0.04%
5,546
+1,635
15 16
17
18 19