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
651
$119K 0.02%
3,954
+1,031
652
$119K 0.02%
682
+167
653
$119K 0.02%
2,344
-3
654
$118K 0.02%
2,510
-283
655
$118K 0.02%
3,529
+608
656
$118K 0.02%
863
+211
657
$118K 0.02%
937
+410
658
$118K 0.02%
4,565
+4,288
659
$118K 0.02%
5,300
+1,100
660
$118K 0.02%
5,305
+2,980
661
$118K 0.02%
806
+195
662
$117K 0.02%
5,061
+4,751
663
$117K 0.02%
2,697
+1,913
664
$117K 0.02%
767
+115
665
$116K 0.02%
2,034
+481
666
$116K 0.02%
1,209
+629
667
$116K 0.02%
3,951
-22
668
$115K 0.02%
1,265
+369
669
$115K 0.02%
660
+299
670
$115K 0.02%
1,966
+1,545
671
$115K 0.02%
272
+157
672
$115K 0.02%
5,421
+783
673
$115K 0.02%
559
+79
674
$115K 0.02%
3,334
+1,647
675
$114K 0.02%
24,719
+3,563
25 26
27
28 29