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
426
$261K 0.04%
2,655
+799
427
$260K 0.04%
19,291
+3,348
428
$260K 0.04%
6,372
+370
429
$260K 0.04%
8,981
+6,693
430
$256K 0.03%
2,398
+1,132
431
$255K 0.03%
1,466
+362
432
$254K 0.03%
1,527
+687
433
$253K 0.03%
1,324
+476
434
$253K 0.03%
661
+379
435
$252K 0.03%
2,495
+658
436
$252K 0.03%
1,593
+129
437
$251K 0.03%
1,617
+765
438
$251K 0.03%
3,208
439
$249K 0.03%
2,196
+389
440
$249K 0.03%
5,815
+2,552
441
$248K 0.03%
14,197
+7,154
442
$247K 0.03%
1,644
+393
443
$247K 0.03%
907
+316
444
$247K 0.03%
1,501
+701
445
$246K 0.03%
2,255
+525
446
$243K 0.03%
4,368
+1,057
447
$243K 0.03%
4,145
+517
448
$243K 0.03%
2,892
+813
449
$241K 0.03%
1,929
+347
450
$241K 0.03%
3,250
+757
16 17
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