GI

GAMMA Investing Portfolio holdings

AUM $1.81B
1-Year Est. Return 26.4%
This Quarter Est. Return
1 Year Est. Return
+26.4%
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
76
$1.62M 0.22%
9,370
+2,788
77
$1.6M 0.22%
28,195
+13,234
78
$1.56M 0.21%
9,738
+4,362
79
$1.54M 0.21%
39,405
+11,016
80
$1.53M 0.21%
8,743
+2,208
81
$1.52M 0.21%
3,548
+2,514
82
$1.5M 0.2%
14,802
+5,976
83
$1.49M 0.2%
23,472
+8,598
84
$1.44M 0.2%
6,317
+2,763
85
$1.43M 0.2%
6,003
+3,081
86
$1.43M 0.2%
14,736
+4,411
87
$1.43M 0.2%
24,468
+5,893
88
$1.42M 0.19%
12,901
+3,458
89
$1.41M 0.19%
19,924
+8,434
90
$1.41M 0.19%
4,283
+2,514
91
$1.41M 0.19%
2,596
+673
92
$1.41M 0.19%
3,001
+833
93
$1.4M 0.19%
61,035
+37,187
94
$1.39M 0.19%
17,160
+2,711
95
$1.39M 0.19%
1,761
+366
96
$1.38M 0.19%
8,781
+3,492
97
$1.37M 0.19%
5,339
+1,235
98
$1.34M 0.18%
18,205
+4,521
99
$1.34M 0.18%
2,287
+1,476
100
$1.33M 0.18%
9,013
+2,075
2 3
4
5 6