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
401
$695K 0.04%
2,308
-314
402
$694K 0.04%
14,470
+2,223
403
$689K 0.04%
1,997
+101
404
$689K 0.04%
9,113
+668
405
$689K 0.04%
12,661
-14
406
$685K 0.04%
3,505
+487
407
$683K 0.04%
27,795
+2,960
408
$679K 0.04%
64,837
+5,871
409
$677K 0.04%
9,273
-1,590
410
$674K 0.04%
3,153
+505
411
$674K 0.04%
24,739
+221
412
$669K 0.04%
3,511
+520
413
$664K 0.04%
4,984
+448
414
$663K 0.04%
20,342
+4,930
415
$663K 0.04%
9,825
+2,556
416
$662K 0.04%
6,497
+1,021
417
$661K 0.04%
11,541
+1,683
418
$658K 0.04%
3,278
+146
419
$657K 0.04%
14,332
+2,441
420
$656K 0.04%
6,151
+1,248
421
$648K 0.04%
3,414
+1,244
422
$640K 0.04%
8,232
-825
423
$639K 0.04%
20,228
+165
424
$635K 0.04%
11,972
+2,998
425
$632K 0.03%
2,575
-26
15 16
17
18 19