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
826
$224K 0.01%
993
+79
827
$224K 0.01%
8,113
+1,691
828
$224K 0.01%
1,095
+182
829
$224K 0.01%
3,896
+395
830
$223K 0.01%
4,938
+414
831
$223K 0.01%
1,544
-1
832
$223K 0.01%
8,614
+1,353
833
$223K 0.01%
2,574
+257
834
$223K 0.01%
14,784
+4,378
835
$222K 0.01%
1,678
+287
836
$222K 0.01%
3,953
+59
837
$222K 0.01%
3,340
-22
838
$221K 0.01%
4,047
-370
839
$221K 0.01%
2,411
-12,038
840
$221K 0.01%
9,699
-510
841
$221K 0.01%
840
-197
842
$219K 0.01%
5,594
+773
843
$219K 0.01%
966
+86
844
$218K 0.01%
4,387
+249
845
$218K 0.01%
2,663
+351
846
$217K 0.01%
6,151
+228
847
$217K 0.01%
5,757
-256
848
$217K 0.01%
7,034
+590
849
$217K 0.01%
2,153
+74
850
$217K 0.01%
1,524
+18
32 33
34
35 36