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
76
$3.42M 0.19%
16,776
+1,023
77
$3.36M 0.19%
34,335
+4,887
78
$3.36M 0.19%
14,185
-1,272
79
$3.35M 0.19%
69,564
+9,688
80
$3.35M 0.18%
15,525
+725
81
$3.35M 0.18%
35,041
+2,788
82
$3.34M 0.18%
50,544
+5,256
83
$3.32M 0.18%
13,876
+2,271
84
$3.28M 0.18%
15,422
+1,140
85
$3.23M 0.18%
2,994
+229
86
$3.22M 0.18%
33,017
+3,531
87
$3.19M 0.18%
12,935
+28
88
$3.19M 0.18%
4,131
+142
89
$3.17M 0.17%
15,561
+416
90
$3.12M 0.17%
10,619
-272
91
$3.04M 0.17%
27,418
+1,799
92
$3.03M 0.17%
12,335
+760
93
$2.91M 0.16%
25,873
+3,289
94
$2.89M 0.16%
5,793
+236
95
$2.88M 0.16%
8,753
+532
96
$2.84M 0.16%
6,730
+263
97
$2.83M 0.16%
57,786
+5,834
98
$2.82M 0.16%
5,795
+568
99
$2.76M 0.15%
16,396
+468
100
$2.75M 0.15%
5,670
+1,570
2 3
4
5 6