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
576
$153K 0.02%
635
+81
577
$153K 0.02%
1,093
+830
578
$151K 0.02%
885
-72
579
$150K 0.02%
8,357
+2,932
580
$150K 0.02%
1,101
+149
581
$149K 0.02%
644
+22
582
$149K 0.02%
1,237
+440
583
$149K 0.02%
1,075
+418
584
$149K 0.02%
3,063
+944
585
$148K 0.02%
1,016
+497
586
$148K 0.02%
785
+49
587
$146K 0.02%
5,860
+3,198
588
$145K 0.02%
2,715
-242
589
$144K 0.02%
492
+82
590
$144K 0.02%
1,638
+162
591
$142K 0.02%
3,525
+530
592
$141K 0.02%
797
+93
593
$141K 0.02%
1,972
+879
594
$141K 0.02%
3,526
+735
595
$141K 0.02%
1,192
+486
596
$141K 0.02%
1,679
597
$141K 0.02%
1,042
+317
598
$140K 0.02%
4,511
+714
599
$140K 0.02%
23,308
+21,175
600
$140K 0.02%
1,629
+1,334
22 23
24
25 26