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
601
$139K 0.02%
1,540
+19
602
$137K 0.02%
773
+281
603
$137K 0.02%
2,266
+406
604
$137K 0.02%
2,120
+624
605
$136K 0.02%
255
+71
606
$136K 0.02%
11,275
+7,769
607
$136K 0.02%
6,865
+3,565
608
$136K 0.02%
1,916
+731
609
$136K 0.02%
519
+104
610
$136K 0.02%
1,832
+809
611
$135K 0.02%
12,713
+1,677
612
$135K 0.02%
452
-170
613
$134K 0.02%
279
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614
$134K 0.02%
2,187
+195
615
$133K 0.02%
962
-65
616
$133K 0.02%
4,497
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617
$133K 0.02%
1,640
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618
$133K 0.02%
1,265
+604
619
$133K 0.02%
2,799
+164
620
$132K 0.02%
3,711
+1,865
621
$132K 0.02%
2,679
+524
622
$132K 0.02%
144
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623
$132K 0.02%
1,383
+38
624
$131K 0.02%
986
+255
625
$131K 0.02%
3,406
-223
23 24
25
26 27