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
$1.33B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,930
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.71M
3
+$5.11M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
META icon
Meta Platforms (Facebook)
META
+$3.36M

Top Sells

1
+$709K
2
+$548K
3
+$540K
4
SRE icon
Sempra
SRE
+$360K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$288K

Sector Composition

1 Technology 22.35%
2 Financials 13.22%
3 Healthcare 9.23%
4 Consumer Discretionary 7.87%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$255K 0.02%
8,721
+566
627
$254K 0.02%
789
+148
628
$254K 0.02%
1,152
+104
629
$254K 0.02%
3,155
-1,042
630
$254K 0.02%
2,708
+731
631
$253K 0.02%
6,265
-3,122
632
$251K 0.02%
12,949
+3,832
633
$251K 0.02%
5,368
+1,465
634
$250K 0.02%
3,275
+1,976
635
$250K 0.02%
6,096
+5,128
636
$249K 0.02%
6,120
+2,041
637
$247K 0.02%
9,058
+847
638
$247K 0.02%
16,049
+2,381
639
$246K 0.02%
4,257
+65
640
$244K 0.02%
1,709
-306
641
$244K 0.02%
5,608
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642
$244K 0.02%
1,949
+792
643
$243K 0.02%
7,363
+900
644
$243K 0.02%
6,792
-528
645
$243K 0.02%
8,700
-1,053
646
$242K 0.02%
1,089
-24
647
$242K 0.02%
6,243
+501
648
$240K 0.02%
2,726
+67
649
$240K 0.02%
772
+202
650
$240K 0.02%
2,366
+419
24 25
26
27 28