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
951
$61.2K 0.01%
2,142
+663
952
$61.1K 0.01%
471
+42
953
$60.9K 0.01%
390
-89
954
$60.9K 0.01%
588
+241
955
$60.6K 0.01%
918
+708
956
$60.5K 0.01%
474
+210
957
$60.4K 0.01%
5,734
+3,590
958
$60.4K 0.01%
479
+310
959
$60.3K 0.01%
216
+78
960
$60.2K 0.01%
3,950
+345
961
$60.2K 0.01%
2,627
+512
962
$60.1K 0.01%
423
+233
963
$59.9K 0.01%
2,300
+788
964
$59.7K 0.01%
5,742
+1,067
965
$59.7K 0.01%
850
+4
966
$59.4K 0.01%
481
+65
967
$59.4K 0.01%
1,160
+811
968
$59.4K 0.01%
366
+314
969
$59.2K 0.01%
3,136
-385
970
$59.2K 0.01%
2,645
+2,459
971
$59.1K 0.01%
1,778
+378
972
$59.1K 0.01%
1,603
+154
973
$59K 0.01%
458
+257
974
$58.8K 0.01%
640
+100
975
$58.6K 0.01%
1,818
+145
37 38
39
40 41