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
576
$384K 0.02%
4,115
+50
577
$384K 0.02%
747
+226
578
$382K 0.02%
2,441
+569
579
$381K 0.02%
2,957
+548
580
$381K 0.02%
1,270
-448
581
$380K 0.02%
13,368
+2,715
582
$377K 0.02%
2,686
+331
583
$375K 0.02%
823
+97
584
$375K 0.02%
23,112
-7,591
585
$373K 0.02%
1,468
+327
586
$373K 0.02%
12,145
+2,600
587
$373K 0.02%
3,471
+327
588
$373K 0.02%
2,660
589
$372K 0.02%
8,173
+2,619
590
$369K 0.02%
5,479
591
$367K 0.02%
13,472
+1,255
592
$367K 0.02%
2,519
+584
593
$366K 0.02%
1,772
594
$366K 0.02%
16,169
+920
595
$365K 0.02%
10,684
+14
596
$364K 0.02%
2,952
+289
597
$363K 0.02%
4,733
598
$362K 0.02%
13,886
+2,079
599
$361K 0.02%
6,225
+1,348
600
$359K 0.02%
1,584
+152
22 23
24
25 26