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
551
$166K 0.02%
1,400
552
$166K 0.02%
1,342
+390
553
$166K 0.02%
701
+17
554
$166K 0.02%
358
+100
555
$165K 0.02%
1,414
+103
556
$164K 0.02%
38,784
+10,249
557
$163K 0.02%
2,331
+900
558
$163K 0.02%
3,974
+134
559
$162K 0.02%
942
+99
560
$162K 0.02%
+2,544
561
$161K 0.02%
6,219
+1,989
562
$161K 0.02%
414
+140
563
$160K 0.02%
1,608
-10
564
$158K 0.02%
1,280
+230
565
$158K 0.02%
864
+20
566
$157K 0.02%
4,300
+3,217
567
$156K 0.02%
498
+164
568
$156K 0.02%
1,068
+356
569
$155K 0.02%
792
+191
570
$155K 0.02%
694
+60
571
$154K 0.02%
5,427
+2,035
572
$154K 0.02%
2,143
+1,117
573
$154K 0.02%
+13,321
574
$153K 0.02%
1,829
+89
575
$153K 0.02%
529
+127
21 22
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