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
526
$451K 0.02%
2,333
-145
527
$449K 0.02%
1,232
+124
528
$448K 0.02%
1,042
+166
529
$448K 0.02%
26,309
+3,082
530
$447K 0.02%
2,280
+183
531
$445K 0.02%
8,020
-1,103
532
$443K 0.02%
5,957
+813
533
$442K 0.02%
22,980
+2,885
534
$441K 0.02%
1,604
-1,061
535
$440K 0.02%
2,481
+544
536
$439K 0.02%
3,916
+777
537
$438K 0.02%
17,813
+1,762
538
$435K 0.02%
2,671
+270
539
$429K 0.02%
4,014
-219
540
$424K 0.02%
15,221
+2,178
541
$423K 0.02%
28,984
+2,538
542
$423K 0.02%
4,829
-463
543
$421K 0.02%
2,056
+251
544
$419K 0.02%
7,797
+1,400
545
$418K 0.02%
4,917
+583
546
$417K 0.02%
5,014
+508
547
$416K 0.02%
4,567
+405
548
$415K 0.02%
1,868
+192
549
$415K 0.02%
5,472
+662
550
$414K 0.02%
6,042
+458
20 21
22
23 24