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
$1.33B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,930
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.71M
3
+$5.11M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
META icon
Meta Platforms (Facebook)
META
+$3.36M

Top Sells

1
+$709K
2
+$548K
3
+$540K
4
SRE icon
Sempra
SRE
+$360K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$288K

Sector Composition

1 Technology 22.35%
2 Financials 13.22%
3 Healthcare 9.23%
4 Consumer Discretionary 7.87%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$123K 0.01%
3,723
+969
977
$123K 0.01%
3,261
-830
978
$123K 0.01%
1,346
+996
979
$123K 0.01%
1,093
+508
980
$123K 0.01%
85
+1
981
$123K 0.01%
1,890
-42
982
$123K 0.01%
738
+272
983
$123K 0.01%
1,928
+663
984
$123K 0.01%
973
+692
985
$122K 0.01%
1,849
+559
986
$122K 0.01%
66
-6
987
$122K 0.01%
4,196
+1,097
988
$122K 0.01%
1,828
+503
989
$122K 0.01%
1,166
-11
990
$122K 0.01%
958
+274
991
$122K 0.01%
7,002
+5,042
992
$121K 0.01%
673
+432
993
$121K 0.01%
571
+281
994
$121K 0.01%
2,054
+582
995
$121K 0.01%
815
+35
996
$121K 0.01%
4,943
+1,319
997
$121K 0.01%
6,109
+3,313
998
$121K 0.01%
1,835
+242
999
$120K 0.01%
3,295
+952
1000
$120K 0.01%
5,379
+3,768
38 39
40
41 42