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
1001
$164K 0.01%
1,288
+124
1002
$163K 0.01%
6,852
-45,490
1003
$163K 0.01%
1,948
-679
1004
$163K 0.01%
1,306
+76
1005
$162K 0.01%
3,620
-2,297
1006
$162K 0.01%
2,771
+350
1007
$162K 0.01%
2,588
+742
1008
$162K 0.01%
996
-309
1009
$162K 0.01%
10,096
+341
1010
$162K 0.01%
1,450
-44
1011
$161K 0.01%
3,787
+187
1012
$161K 0.01%
2,811
+375
1013
$161K 0.01%
5,423
+60
1014
$161K 0.01%
2,437
+881
1015
$160K 0.01%
3,005
+733
1016
$160K 0.01%
7,119
-51,220
1017
$160K 0.01%
3,096
+709
1018
$160K 0.01%
12,491
+1,806
1019
$160K 0.01%
1,928
+92
1020
$160K 0.01%
1,429
+699
1021
$159K 0.01%
4,805
+1,554
1022
$159K 0.01%
1,779
+58
1023
$159K 0.01%
5,080
+656
1024
$159K 0.01%
2,087
+88
1025
$159K 0.01%
4,738
+225
39 40
41
42 43