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
876
$208K 0.01%
3,128
+339
877
$208K 0.01%
1,837
+278
878
$207K 0.01%
15,895
+552
879
$207K 0.01%
1,846
-36
880
$206K 0.01%
1,935
-5
881
$206K 0.01%
2,760
+311
882
$206K 0.01%
2,438
-290
883
$206K 0.01%
20,796
+6,288
884
$206K 0.01%
1,013
+154
885
$206K 0.01%
342
-61
886
$205K 0.01%
3,599
+320
887
$204K 0.01%
1,044
+218
888
$203K 0.01%
6,828
+730
889
$203K 0.01%
1,349
+116
890
$202K 0.01%
3,512
+268
891
$202K 0.01%
4,478
+419
892
$201K 0.01%
2,032
+203
893
$200K 0.01%
3,682
+188
894
$200K 0.01%
7,345
-1,978
895
$198K 0.01%
783
+22
896
$198K 0.01%
1,490
+43
897
$198K 0.01%
10,183
+1,310
898
$198K 0.01%
2,596
+269
899
$198K 0.01%
2,698
+353
900
$198K 0.01%
3,371
+237
34 35
36
37 38