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
751
$94.4K 0.01%
1,715
+1,700
752
$94.4K 0.01%
1,794
+87
753
$94.3K 0.01%
417
+244
754
$94.2K 0.01%
458
-221
755
$93.8K 0.01%
787
+197
756
$93.8K 0.01%
427
+135
757
$93.5K 0.01%
1,392
+306
758
$93.2K 0.01%
4,483
+337
759
$93K 0.01%
499
+158
760
$92.8K 0.01%
161
+21
761
$92.7K 0.01%
1,816
+885
762
$92.3K 0.01%
1,297
+538
763
$92K 0.01%
4,352
+363
764
$91.9K 0.01%
498
+183
765
$91.8K 0.01%
5,569
+2,238
766
$91K 0.01%
7,323
+351
767
$90.8K 0.01%
778
+335
768
$90.5K 0.01%
2,806
+1,217
769
$90.4K 0.01%
1,862
+226
770
$90.2K 0.01%
1,698
+641
771
$90.2K 0.01%
506
+228
772
$90K 0.01%
1,790
+394
773
$89.8K 0.01%
1,164
+147
774
$89.8K 0.01%
3,117
+2,880
775
$89.8K 0.01%
880
+309
29 30
31
32 33