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
726
$101K 0.01%
566
-20
727
$101K 0.01%
+927
728
$100K 0.01%
933
+125
729
$100K 0.01%
886
+266
730
$100K 0.01%
725
-217
731
$100K 0.01%
1,418
+46
732
$99.8K 0.01%
4,812
+585
733
$99.2K 0.01%
2,328
+1,123
734
$99K 0.01%
322
+11
735
$98.6K 0.01%
753
+74
736
$98.4K 0.01%
1,858
+770
737
$98.3K 0.01%
3,012
+655
738
$98.2K 0.01%
2,543
+317
739
$97.8K 0.01%
35,806
+10,830
740
$97.6K 0.01%
618
+296
741
$97.3K 0.01%
2,565
742
$97.2K 0.01%
236
+87
743
$96.3K 0.01%
357
+96
744
$95.5K 0.01%
4,076
+3,691
745
$95.5K 0.01%
443
+116
746
$95.5K 0.01%
1,878
-212
747
$95.3K 0.01%
4,566
+3,424
748
$95K 0.01%
451
+98
749
$94.9K 0.01%
593
+96
750
$94.6K 0.01%
769
+286
28 29
30
31 32