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
476
$537K 0.03%
8,564
+522
477
$537K 0.03%
1,806
+219
478
$533K 0.03%
4,393
-404
479
$533K 0.03%
6,285
+1,355
480
$533K 0.03%
5,003
+581
481
$532K 0.03%
4,704
+251
482
$532K 0.03%
3,547
+840
483
$529K 0.03%
3,755
+551
484
$526K 0.03%
2,784
+533
485
$526K 0.03%
3,484
+591
486
$525K 0.03%
18,464
+1,851
487
$519K 0.03%
30,985
+1,803
488
$518K 0.03%
7,262
+503
489
$517K 0.03%
11,182
-676
490
$514K 0.03%
10,274
+233
491
$513K 0.03%
6,190
+746
492
$511K 0.03%
2,995
+877
493
$510K 0.03%
3,204
+276
494
$504K 0.03%
1,986
+85
495
$504K 0.03%
3,967
+214
496
$496K 0.03%
6,073
+676
497
$494K 0.03%
3,644
+522
498
$492K 0.03%
2,673
+74
499
$490K 0.03%
2,131
-16
500
$490K 0.03%
73,077
+6,286
18 19
20
21 22