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
51
$5.17M 0.28%
75,907
+6,433
52
$5.13M 0.28%
10,962
+509
53
$5.01M 0.28%
7,485
+809
54
$4.84M 0.27%
15,934
+1,437
55
$4.84M 0.27%
30,444
+2,123
56
$4.8M 0.26%
57,286
+3,984
57
$4.58M 0.25%
13,788
+3,881
58
$4.37M 0.24%
43,086
+3,235
59
$4.28M 0.24%
26,472
+3,299
60
$4.27M 0.24%
29,553
+2,332
61
$4.08M 0.22%
30,449
+3,297
62
$4.05M 0.22%
8,527
+512
63
$4.03M 0.22%
5,894
+115
64
$3.89M 0.21%
26,704
+3,527
65
$3.82M 0.21%
20,755
+460
66
$3.73M 0.21%
39,462
+4,928
67
$3.71M 0.2%
13,138
+1,365
68
$3.7M 0.2%
84,285
+1,888
69
$3.63M 0.2%
31,717
+1,284
70
$3.62M 0.2%
47,942
+8,562
71
$3.53M 0.19%
12,655
+971
72
$3.52M 0.19%
19,163
-61
73
$3.52M 0.19%
21,146
+1,484
74
$3.47M 0.19%
20,758
+2,107
75
$3.44M 0.19%
16,799
+771
1 2
3
4 5