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
676
$297K 0.02%
2,277
+406
677
$296K 0.02%
7,951
-935
678
$296K 0.02%
3,460
+448
679
$296K 0.02%
9,686
+484
680
$296K 0.02%
5,315
+2,720
681
$295K 0.02%
4,013
+792
682
$295K 0.02%
3,981
+366
683
$294K 0.02%
2,770
-887
684
$293K 0.02%
4,103
+296
685
$293K 0.02%
2,413
+1,206
686
$291K 0.02%
2,128
-1,067
687
$290K 0.02%
4,718
-4,610
688
$289K 0.02%
4,546
+747
689
$289K 0.02%
11,327
-566
690
$288K 0.02%
3,947
+387
691
$288K 0.02%
667
+60
692
$287K 0.02%
12,426
+1,744
693
$287K 0.02%
3,382
-62
694
$286K 0.02%
5,833
-3,324
695
$286K 0.02%
6,815
+2,186
696
$285K 0.02%
3,003
+538
697
$285K 0.02%
1,329
+127
698
$284K 0.02%
3,019
+142
699
$283K 0.02%
5,932
+3,071
700
$283K 0.02%
5,011
+410
26 27
28
29 30