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
626
$130K 0.02%
2,091
+718
627
$129K 0.02%
335
+93
628
$129K 0.02%
+1,275
629
$129K 0.02%
775
+203
630
$128K 0.02%
1,539
+254
631
$127K 0.02%
1,982
+1,054
632
$127K 0.02%
569
+280
633
$127K 0.02%
1,405
+1,018
634
$127K 0.02%
702
+237
635
$125K 0.02%
343
+104
636
$125K 0.02%
+233
637
$124K 0.02%
390
+179
638
$124K 0.02%
1,074
+201
639
$124K 0.02%
2,212
+354
640
$124K 0.02%
3,478
+139
641
$123K 0.02%
10,216
+335
642
$123K 0.02%
7,256
-146
643
$123K 0.02%
665
+305
644
$123K 0.02%
2,232
+950
645
$123K 0.02%
3,713
+3,492
646
$122K 0.02%
1,506
+421
647
$122K 0.02%
3,070
+909
648
$122K 0.02%
1,953
+84
649
$122K 0.02%
920
+450
650
$121K 0.02%
661
+321
24 25
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