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
26
$10.1M 0.56%
54,509
+5,142
27
$9.04M 0.5%
9,766
+48
28
$9.04M 0.5%
30,039
+2,695
29
$8.68M 0.48%
126,892
+10,679
30
$7.07M 0.39%
46,009
-1,558
31
$7.07M 0.39%
45,515
+18,150
32
$7.02M 0.39%
135,980
+13,548
33
$6.78M 0.37%
8,518
+526
34
$6.73M 0.37%
10,102
+1,777
35
$6.39M 0.35%
35,042
+4,632
36
$6.39M 0.35%
38,194
+2,810
37
$6.35M 0.35%
209,712
+12,755
38
$6.33M 0.35%
45,095
+10,783
39
$6.31M 0.35%
47,146
+1,499
40
$6M 0.33%
48,451
+2,792
41
$5.93M 0.33%
21,031
+1,367
42
$5.86M 0.32%
88,382
-3,693
43
$5.81M 0.32%
205,689
+9,901
44
$5.78M 0.32%
68,811
+11,047
45
$5.68M 0.31%
34,988
+1,994
46
$5.61M 0.31%
11,763
+1,049
47
$5.49M 0.3%
14,676
+812
48
$5.38M 0.3%
4,614
+252
49
$5.32M 0.29%
15,420
+3,451
50
$5.32M 0.29%
8,655
+630
1
2
3 4 5