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
751
$262K 0.01%
4,404
+391
752
$262K 0.01%
2,919
+518
753
$261K 0.01%
1,380
-42
754
$259K 0.01%
924
-69
755
$258K 0.01%
1,368
+62
756
$258K 0.01%
1,381
+241
757
$257K 0.01%
2,608
-442
758
$256K 0.01%
18,127
+1,429
759
$256K 0.01%
1,813
+324
760
$256K 0.01%
2,356
-391
761
$256K 0.01%
4,058
-1,101
762
$255K 0.01%
7,197
-365
763
$255K 0.01%
2,522
+235
764
$253K 0.01%
4,404
+505
765
$253K 0.01%
2,496
-127
766
$253K 0.01%
9,564
+1,006
767
$252K 0.01%
1,518
-288
768
$252K 0.01%
4,649
+1,027
769
$251K 0.01%
13,731
+1,359
770
$251K 0.01%
3,726
+240
771
$250K 0.01%
1,946
+240
772
$249K 0.01%
15,320
+2,574
773
$249K 0.01%
6,139
-203
774
$247K 0.01%
3,888
+930
775
$247K 0.01%
2,430
+39
29 30
31
32 33