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
551
$414K 0.02%
2,037
+177
552
$412K 0.02%
9,448
-82
553
$409K 0.02%
2,955
+268
554
$407K 0.02%
5,309
+617
555
$405K 0.02%
11,699
+1,013
556
$399K 0.02%
1,530
+77
557
$399K 0.02%
7,629
+733
558
$399K 0.02%
+21,092
559
$398K 0.02%
6,676
+2,158
560
$398K 0.02%
1,056
-118
561
$398K 0.02%
19,272
+2,000
562
$396K 0.02%
5,908
+675
563
$396K 0.02%
2,499
+275
564
$396K 0.02%
4,013
+529
565
$395K 0.02%
8,521
+1,131
566
$394K 0.02%
9,396
+144
567
$392K 0.02%
29,752
+20,657
568
$389K 0.02%
9,644
+1,526
569
$389K 0.02%
8,107
+512
570
$388K 0.02%
4,762
-378
571
$387K 0.02%
2,166
+265
572
$386K 0.02%
73,924
+8,289
573
$385K 0.02%
4,637
+857
574
$385K 0.02%
2,265
+275
575
$384K 0.02%
1,385
+109
21 22
23
24 25