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
951
$177K 0.01%
22
+3
952
$176K 0.01%
616
-494
953
$176K 0.01%
919
+177
954
$176K 0.01%
3,293
+96
955
$176K 0.01%
1,453
+209
956
$176K 0.01%
8,719
+1,162
957
$176K 0.01%
6,015
+111
958
$175K 0.01%
1,497
+116
959
$174K 0.01%
5,356
+1,057
960
$174K 0.01%
3,837
+366
961
$174K 0.01%
998
-28
962
$174K 0.01%
9,310
+2,436
963
$173K 0.01%
3,442
+141
964
$173K 0.01%
6,431
+1,686
965
$173K 0.01%
298
-11
966
$173K 0.01%
7,230
-4,899
967
$173K 0.01%
6,715
+2,123
968
$172K 0.01%
3,232
-33
969
$171K 0.01%
6,865
+894
970
$171K 0.01%
3,067
+34
971
$170K 0.01%
7,368
-37,420
972
$170K 0.01%
89
+17
973
$169K 0.01%
8,143
+1,553
974
$169K 0.01%
365
975
$169K 0.01%
3,515
+1,258
37 38
39
40 41