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
801
$232K 0.01%
25,244
+4,565
802
$232K 0.01%
4,098
+236
803
$232K 0.01%
775
+9
804
$232K 0.01%
3,112
+872
805
$232K 0.01%
11,633
+134
806
$231K 0.01%
990
+13
807
$230K 0.01%
20,806
-581
808
$230K 0.01%
6,207
+302
809
$229K 0.01%
3,107
+367
810
$229K 0.01%
8,074
+678
811
$229K 0.01%
6,558
+1,689
812
$229K 0.01%
2,708
+335
813
$229K 0.01%
3,249
+784
814
$228K 0.01%
8,182
-698
815
$228K 0.01%
981
+169
816
$227K 0.01%
3,050
-55
817
$227K 0.01%
8,256
+256
818
$226K 0.01%
3,186
+74
819
$226K 0.01%
4,794
-907
820
$226K 0.01%
2,780
-219
821
$225K 0.01%
13,582
+5,050
822
$225K 0.01%
6,736
+640
823
$225K 0.01%
4,016
+3,929
824
$224K 0.01%
1,173
-801
825
$224K 0.01%
769
+64
31 32
33
34 35