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
501
$488K 0.03%
4,680
+249
502
$486K 0.03%
1,253
-28
503
$482K 0.03%
3,239
+147
504
$481K 0.03%
1,147
+115
505
$478K 0.03%
2,737
+141
506
$478K 0.03%
1,660
-116
507
$477K 0.03%
24,620
+14,699
508
$477K 0.03%
8,935
+649
509
$476K 0.03%
5,632
+836
510
$474K 0.03%
7,043
+169
511
$474K 0.03%
5,828
-117
512
$472K 0.03%
4,696
+414
513
$472K 0.03%
5,316
+236
514
$471K 0.03%
2,405
+247
515
$468K 0.03%
1,992
+57
516
$467K 0.03%
8,179
-18,235
517
$467K 0.03%
7,212
-225
518
$466K 0.03%
25,471
-5,329
519
$466K 0.03%
2,529
+458
520
$460K 0.03%
3,294
-199
521
$460K 0.03%
17,672
+2,496
522
$460K 0.03%
7,423
523
$456K 0.03%
14,285
+341
524
$455K 0.03%
2,353
+76
525
$452K 0.02%
8,336
19 20
21
22 23