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
676
$114K 0.02%
382
-89
677
$114K 0.02%
15
+4
678
$113K 0.02%
4,169
+1,108
679
$113K 0.02%
+4,728
680
$113K 0.02%
876
+68
681
$113K 0.02%
3,528
+2,569
682
$112K 0.02%
457
+168
683
$112K 0.02%
1,572
+318
684
$112K 0.02%
3,097
+342
685
$112K 0.02%
2,014
+146
686
$111K 0.02%
1,259
+181
687
$111K 0.02%
660
-146
688
$110K 0.02%
4,206
+440
689
$110K 0.01%
534
+114
690
$109K 0.01%
3,572
+1,640
691
$109K 0.01%
9,643
+2,359
692
$109K 0.01%
8,967
+1,056
693
$108K 0.01%
514
+153
694
$107K 0.01%
1,624
+240
695
$107K 0.01%
986
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696
$107K 0.01%
1,008
+135
697
$107K 0.01%
351
+42
698
$107K 0.01%
2,868
+1,311
699
$106K 0.01%
1,272
+344
700
$106K 0.01%
275
+78
26 27
28
29 30