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
1001
$56.6K 0.01%
1,520
+588
1002
$56.4K 0.01%
987
+615
1003
$56.3K 0.01%
579
+275
1004
$55.9K 0.01%
1,893
+138
1005
$55.6K 0.01%
3,654
+3,163
1006
$55.6K 0.01%
9,613
+733
1007
$55.4K 0.01%
513
+408
1008
$55.1K 0.01%
1,158
-150
1009
$55.1K 0.01%
2,287
+703
1010
$55.1K 0.01%
3,388
+1,741
1011
$55K 0.01%
1,755
+391
1012
$54.8K 0.01%
804
+433
1013
$54.7K 0.01%
1,434
+260
1014
$54.6K 0.01%
2,547
-112
1015
$54.6K 0.01%
2,588
-101
1016
$54.6K 0.01%
2,931
+541
1017
$54.5K 0.01%
1,700
-137
1018
$54.4K 0.01%
476
+38
1019
$54.3K 0.01%
787
+317
1020
$54.3K 0.01%
1,410
+715
1021
$54.3K 0.01%
1,436
-701
1022
$54.2K 0.01%
1,286
+1,051
1023
$54.1K 0.01%
183
+51
1024
$54.1K 0.01%
2,066
+425
1025
$54.1K 0.01%
579
+183
39 40
41
42 43