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
926
$187K 0.01%
1,870
-138
927
$186K 0.01%
6,558
+665
928
$186K 0.01%
1,045
-1,451
929
$186K 0.01%
8,675
-2,456
930
$185K 0.01%
4,023
+611
931
$185K 0.01%
251
+16
932
$185K 0.01%
1,834
+236
933
$184K 0.01%
2,213
+1,470
934
$184K 0.01%
6,838
+847
935
$183K 0.01%
4,107
+619
936
$183K 0.01%
2,157
+197
937
$182K 0.01%
10,039
+347
938
$182K 0.01%
220
+15
939
$182K 0.01%
5,928
+657
940
$182K 0.01%
3,291
+959
941
$182K 0.01%
1,084
+105
942
$181K 0.01%
5,701
+225
943
$181K 0.01%
6,631
-222
944
$181K 0.01%
2,159
+265
945
$181K 0.01%
5,115
+1,153
946
$180K 0.01%
2,011
+676
947
$180K 0.01%
3,648
+528
948
$179K 0.01%
6,978
+359
949
$178K 0.01%
4,370
+837
950
$177K 0.01%
7,140
-1,646
36 37
38
39 40