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
626
$334K 0.02%
9,619
+538
627
$334K 0.02%
8,361
+3,614
628
$332K 0.02%
11,905
+2,327
629
$332K 0.02%
9,157
+522
630
$332K 0.02%
1,593
+182
631
$331K 0.02%
1,530
+3
632
$331K 0.02%
8,094
+261
633
$330K 0.02%
3,614
+922
634
$330K 0.02%
1,336
+168
635
$329K 0.02%
4,910
-2,429
636
$325K 0.02%
765
+48
637
$325K 0.02%
2,283
+1,265
638
$324K 0.02%
9,680
+252
639
$323K 0.02%
5,953
-501
640
$323K 0.02%
7,339
+1,249
641
$322K 0.02%
1,658
642
$322K 0.02%
19,866
+2,745
643
$322K 0.02%
998
-45
644
$320K 0.02%
4,227
+28
645
$318K 0.02%
924
+121
646
$318K 0.02%
4,392
+886
647
$318K 0.02%
1,333
+81
648
$316K 0.02%
4,376
+1,715
649
$316K 0.02%
1,130
650
$316K 0.02%
1,339
+238
24 25
26
27 28