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
$1.33B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,930
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.71M
3
+$5.11M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
META icon
Meta Platforms (Facebook)
META
+$3.36M

Top Sells

1
+$709K
2
+$548K
3
+$540K
4
SRE icon
Sempra
SRE
+$360K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$288K

Sector Composition

1 Technology 22.35%
2 Financials 13.22%
3 Healthcare 9.23%
4 Consumer Discretionary 7.87%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$514K 0.04%
3,109
+1,018
402
$514K 0.04%
2,851
+52
403
$513K 0.04%
2,452
-338
404
$512K 0.04%
8,256
+3,316
405
$511K 0.04%
3,914
+771
406
$507K 0.04%
4,220
+598
407
$507K 0.04%
6,425
+539
408
$507K 0.04%
1,489
+164
409
$507K 0.04%
7,082
+116
410
$507K 0.04%
4,241
+956
411
$506K 0.04%
4,203
+1,375
412
$506K 0.04%
894
+69
413
$502K 0.04%
6,335
+1,397
414
$502K 0.04%
8,150
-74
415
$500K 0.04%
12,201
-84
416
$500K 0.04%
7,318
-940
417
$499K 0.04%
1,189
-30
418
$498K 0.04%
14,543
+8,202
419
$497K 0.04%
998
+197
420
$496K 0.04%
9,374
+1,088
421
$494K 0.04%
18,364
422
$493K 0.04%
45,942
+6,354
423
$492K 0.04%
2,413
+1,759
424
$492K 0.04%
1,857
+40
425
$491K 0.04%
2,783
+642
15 16
17
18 19