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
451
$577K 0.03%
6,313
-1,377
452
$577K 0.03%
1,754
-67
453
$576K 0.03%
13,995
+6,571
454
$571K 0.03%
23,184
+3,431
455
$570K 0.03%
7,131
+516
456
$568K 0.03%
6,774
+839
457
$567K 0.03%
16,614
+885
458
$567K 0.03%
1,808
+289
459
$567K 0.03%
11,156
-162
460
$566K 0.03%
2,157
+743
461
$563K 0.03%
16,283
+1,663
462
$557K 0.03%
2,897
+83
463
$556K 0.03%
3,112
+142
464
$551K 0.03%
2,730
+465
465
$551K 0.03%
7,654
+835
466
$550K 0.03%
2,876
+472
467
$549K 0.03%
2,120
+95
468
$549K 0.03%
2,109
+260
469
$549K 0.03%
3,934
-62
470
$546K 0.03%
7,220
+150
471
$546K 0.03%
15,405
+713
472
$542K 0.03%
20,613
+1,299
473
$541K 0.03%
4,888
+920
474
$541K 0.03%
6,479
-5,801
475
$538K 0.03%
22,763
+462
17 18
19
20 21