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
501
$198K 0.03%
804
+82
502
$197K 0.03%
639
+164
503
$197K 0.03%
5,332
+1,783
504
$195K 0.03%
3,167
+681
505
$194K 0.03%
2,085
+233
506
$194K 0.03%
3,418
+113
507
$192K 0.03%
6,724
+2,044
508
$191K 0.03%
855
+121
509
$190K 0.03%
2,397
+141
510
$190K 0.03%
785
+79
511
$189K 0.03%
2,850
+301
512
$189K 0.03%
5,257
+2,363
513
$188K 0.03%
640
+178
514
$187K 0.03%
1,936
-15
515
$185K 0.03%
4,234
+1,457
516
$185K 0.03%
3,754
+3,566
517
$182K 0.02%
4,404
+784
518
$182K 0.02%
1,700
+962
519
$181K 0.02%
549
-43
520
$181K 0.02%
2,106
+753
521
$180K 0.02%
4,488
+3,332
522
$180K 0.02%
7,450
+497
523
$180K 0.02%
1,049
+282
524
$179K 0.02%
5,101
+781
525
$179K 0.02%
805
-11
19 20
21
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