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
451
$240K 0.03%
1,885
+417
452
$237K 0.03%
1,340
+8
453
$236K 0.03%
7,058
-6,890
454
$233K 0.03%
1,549
+1,135
455
$232K 0.03%
2,227
-94
456
$232K 0.03%
3,480
+243
457
$230K 0.03%
2,161
+522
458
$230K 0.03%
1,612
+675
459
$227K 0.03%
1,117
+374
460
$224K 0.03%
7,828
+3,086
461
$224K 0.03%
11,903
+6,717
462
$223K 0.03%
5,368
-197
463
$223K 0.03%
1,578
+310
464
$221K 0.03%
14,804
+10,008
465
$221K 0.03%
+9,665
466
$221K 0.03%
1,008
+307
467
$221K 0.03%
1,208
+359
468
$220K 0.03%
758
+107
469
$220K 0.03%
4,798
+1,785
470
$219K 0.03%
2,510
+580
471
$218K 0.03%
423
+143
472
$217K 0.03%
1,868
+828
473
$217K 0.03%
8,775
+6,090
474
$215K 0.03%
3,921
+1,870
475
$214K 0.03%
1,415
+498
17 18
19
20 21