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
701
$106K 0.01%
604
+252
702
$106K 0.01%
14,206
+634
703
$105K 0.01%
2,602
+626
704
$105K 0.01%
1,658
+627
705
$105K 0.01%
760
+225
706
$105K 0.01%
3,558
+380
707
$104K 0.01%
5,496
+848
708
$104K 0.01%
+4,069
709
$104K 0.01%
14,746
-445
710
$104K 0.01%
728
+462
711
$103K 0.01%
532
+11
712
$103K 0.01%
2,534
-737
713
$103K 0.01%
6,535
+1,538
714
$103K 0.01%
6,001
+1,603
715
$103K 0.01%
3,912
-1,088
716
$103K 0.01%
2,510
+1,000
717
$102K 0.01%
471
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718
$102K 0.01%
423
719
$102K 0.01%
14,772
+12,886
720
$102K 0.01%
1,184
+568
721
$101K 0.01%
5,379
+403
722
$101K 0.01%
341
+11
723
$101K 0.01%
3,084
+85
724
$101K 0.01%
416
+205
725
$101K 0.01%
662
27 28
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