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
1026
$53.9K 0.01%
1,945
+1,046
1027
$53.4K 0.01%
776
+263
1028
$53.4K 0.01%
748
+135
1029
$53.3K 0.01%
819
+217
1030
$53.2K 0.01%
855
+185
1031
$53.2K 0.01%
317
+191
1032
$53.1K 0.01%
1,096
+255
1033
$53K 0.01%
933
+243
1034
$53K 0.01%
9,653
+5,848
1035
$52.9K 0.01%
241
+43
1036
$52.9K 0.01%
934
+245
1037
$52.7K 0.01%
149
+135
1038
$52.5K 0.01%
847
+189
1039
$52.4K 0.01%
3,878
-626
1040
$52.4K 0.01%
454
+311
1041
$52.3K 0.01%
730
+391
1042
$52.3K 0.01%
2,874
+931
1043
$52.2K 0.01%
468
+283
1044
$52.2K 0.01%
3,114
+236
1045
$52K 0.01%
2,290
+710
1046
$52K 0.01%
2,204
+1,590
1047
$51.9K 0.01%
1,161
+104
1048
$51.9K 0.01%
1,404
+570
1049
$51.9K 0.01%
1,214
+661
1050
$51.8K 0.01%
377
40 41
42
43 44