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
476
$214K 0.03%
1,553
+395
477
$213K 0.03%
976
-261
478
$212K 0.03%
3,099
+152
479
$212K 0.03%
2,765
+1,804
480
$211K 0.03%
4,128
+888
481
$211K 0.03%
3,508
+969
482
$210K 0.03%
934
+161
483
$210K 0.03%
4,007
+1,155
484
$209K 0.03%
1,018
+396
485
$207K 0.03%
1,536
+228
486
$207K 0.03%
962
+153
487
$207K 0.03%
2,912
+817
488
$206K 0.03%
775
+293
489
$206K 0.03%
15,377
+3,206
490
$206K 0.03%
2,521
+652
491
$205K 0.03%
6,607
+910
492
$205K 0.03%
1,583
+555
493
$205K 0.03%
4,715
+1,247
494
$204K 0.03%
4,195
+1,497
495
$203K 0.03%
1,499
+358
496
$200K 0.03%
5,359
+1,989
497
$200K 0.03%
1,059
-67
498
$200K 0.03%
16,832
+11,782
499
$199K 0.03%
10,952
+3,483
500
$199K 0.03%
1,919
+815
18 19
20
21 22