GI

GAMMA Investing Portfolio holdings

AUM $1.81B
1-Year Est. Return 26.41%
This Quarter Est. Return
1 Year Est. Return
+26.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,583
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$11.7M
4
AMZN icon
Amazon
AMZN
+$6.45M
5
LLY icon
Eli Lilly
LLY
+$4.39M

Top Sells

1
+$383K
2
+$373K
3
+$230K
4
CF icon
CF Industries
CF
+$147K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$109K

Sector Composition

1 Technology 25.58%
2 Financials 11.9%
3 Healthcare 9.56%
4 Consumer Discretionary 7.9%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$67.4K 0.01%
448
+153
902
$67.4K 0.01%
558
+39
903
$67.3K 0.01%
2,008
+320
904
$67.2K 0.01%
633
+407
905
$67.1K 0.01%
3,357
+540
906
$66.9K 0.01%
1,151
+197
907
$66.7K 0.01%
1,187
+394
908
$66.7K 0.01%
1,068
+276
909
$66.7K 0.01%
2,888
+903
910
$66.7K 0.01%
628
+21
911
$66.5K 0.01%
292
+146
912
$66.5K 0.01%
1,178
-31
913
$66.2K 0.01%
1,211
+32
914
$66.2K 0.01%
3,071
+1,328
915
$66.2K 0.01%
42
+4
916
$66.1K 0.01%
487
-111
917
$65.9K 0.01%
3,459
+1,408
918
$65.9K 0.01%
139
+50
919
$65.5K 0.01%
2,490
+988
920
$65.4K 0.01%
529
+77
921
$65.3K 0.01%
6,511
+757
922
$65.2K 0.01%
1,532
+282
923
$65.2K 0.01%
+1,202
924
$65.2K 0.01%
+1,259
925
$65.1K 0.01%
861
35 36
37
38 39