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
526
$178K 0.02%
2,406
-186
527
$178K 0.02%
1,824
+266
528
$178K 0.02%
2,431
+1,254
529
$177K 0.02%
232
+36
530
$177K 0.02%
1,614
+136
531
$176K 0.02%
2,239
+1,010
532
$176K 0.02%
708
+351
533
$175K 0.02%
849
+412
534
$175K 0.02%
1,590
+434
535
$175K 0.02%
2,188
+652
536
$174K 0.02%
2,864
+791
537
$173K 0.02%
3,684
+514
538
$173K 0.02%
1,672
+741
539
$172K 0.02%
7,712
+4,102
540
$172K 0.02%
4,276
+431
541
$172K 0.02%
2,322
-1,979
542
$172K 0.02%
2,039
+898
543
$171K 0.02%
1,828
-279
544
$171K 0.02%
809
+515
545
$170K 0.02%
14,136
+2,510
546
$169K 0.02%
2,607
+2,578
547
$169K 0.02%
5,869
+1,975
548
$167K 0.02%
585
+86
549
$167K 0.02%
6,632
-1,760
550
$166K 0.02%
6,035
+1,879
20 21
22
23 24