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
901
$198K 0.01%
2,062
-113
902
$197K 0.01%
1,667
+38
903
$197K 0.01%
1,369
-432
904
$196K 0.01%
5,132
+368
905
$195K 0.01%
558
+150
906
$195K 0.01%
15,634
+782
907
$195K 0.01%
2,701
-717
908
$195K 0.01%
1,818
+146
909
$195K 0.01%
6,030
+1,073
910
$194K 0.01%
10,335
+2,528
911
$194K 0.01%
3,273
+321
912
$194K 0.01%
1,388
-5
913
$194K 0.01%
7,003
+485
914
$194K 0.01%
12,940
+16
915
$193K 0.01%
6,980
-403
916
$193K 0.01%
1,299
+345
917
$191K 0.01%
10,172
-3,384
918
$191K 0.01%
1,096
-889
919
$191K 0.01%
5,670
+930
920
$191K 0.01%
916
+114
921
$190K 0.01%
1,373
+248
922
$189K 0.01%
11,256
+78
923
$189K 0.01%
433
-23
924
$188K 0.01%
3,829
+1,442
925
$187K 0.01%
12,915
+932
35 36
37
38 39