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
926
$65K 0.01%
745
+55
927
$65K 0.01%
1,090
+104
928
$64.9K 0.01%
3,379
-730
929
$64.6K 0.01%
593
-61
930
$64.3K 0.01%
1,231
+637
931
$64.3K 0.01%
529
+309
932
$64.2K 0.01%
1,486
+984
933
$64.2K 0.01%
1,001
-352
934
$63.9K 0.01%
1,607
+622
935
$63.6K 0.01%
2,057
-28
936
$63.4K 0.01%
3,323
-907
937
$63.1K 0.01%
6,083
+1,312
938
$63K 0.01%
4,271
+101
939
$62.8K 0.01%
6,064
+235
940
$62.6K 0.01%
1,413
+199
941
$62.4K 0.01%
+1,298
942
$62.3K 0.01%
763
-143
943
$62.3K 0.01%
1,298
-134
944
$62.2K 0.01%
1,498
+357
945
$61.9K 0.01%
+946
946
$61.8K 0.01%
3,587
+141
947
$61.7K 0.01%
6,725
+103
948
$61.7K 0.01%
2,355
-168
949
$61.4K 0.01%
650
+372
950
$61.4K 0.01%
7,383
+26
36 37
38
39 40