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
851
$216K 0.01%
13,487
+3,528
852
$216K 0.01%
6,273
+1,522
853
$215K 0.01%
1,036
+219
854
$215K 0.01%
8,172
+213
855
$214K 0.01%
1,591
-599
856
$214K 0.01%
7,875
-1,230
857
$214K 0.01%
2,313
+456
858
$213K 0.01%
1,778
+40
859
$213K 0.01%
599
860
$213K 0.01%
2,788
+478
861
$212K 0.01%
1,765
+217
862
$211K 0.01%
10,845
+776
863
$211K 0.01%
2,868
864
$210K 0.01%
3,623
+1,174
865
$210K 0.01%
7,223
866
$210K 0.01%
6,061
+1,592
867
$210K 0.01%
1,778
+105
868
$210K 0.01%
23,375
-26
869
$209K 0.01%
7,720
-7,135
870
$209K 0.01%
1,604
871
$209K 0.01%
3,112
+138
872
$209K 0.01%
627
+6
873
$208K 0.01%
40,954
+14,649
874
$208K 0.01%
2,331
875
$208K 0.01%
9,464
+234
33 34
35
36 37