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
651
$315K 0.02%
9,965
-40,224
652
$314K 0.02%
3,271
+168
653
$312K 0.02%
2,398
654
$312K 0.02%
1,007
+298
655
$312K 0.02%
589
+15
656
$311K 0.02%
17,971
+607
657
$310K 0.02%
37,371
+6,688
658
$309K 0.02%
414
+15
659
$308K 0.02%
2,327
+122
660
$308K 0.02%
2,486
-43
661
$307K 0.02%
2,607
+259
662
$307K 0.02%
7,429
-917
663
$306K 0.02%
183
+1
664
$306K 0.02%
1,827
+509
665
$306K 0.02%
1,978
+27
666
$305K 0.02%
9,178
+661
667
$305K 0.02%
1,433
+171
668
$305K 0.02%
6,041
-334
669
$304K 0.02%
966
+103
670
$304K 0.02%
988
+529
671
$304K 0.02%
4,150
+1,169
672
$303K 0.02%
1,679
+57
673
$300K 0.02%
12,343
+312
674
$300K 0.02%
769
+77
675
$298K 0.02%
7,063
+2,664
25 26
27
28 29