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
1076
$142K 0.01%
4,218
-760
1077
$141K 0.01%
5,339
+1,477
1078
$141K 0.01%
1,459
+26
1079
$141K 0.01%
9,400
+169
1080
$141K 0.01%
9,302
+1,324
1081
$141K 0.01%
12,132
+5,500
1082
$141K 0.01%
7,842
+252
1083
$140K 0.01%
5,671
-4,438
1084
$140K 0.01%
60
+27
1085
$140K 0.01%
1,091
+97
1086
$140K 0.01%
5,109
+275
1087
$140K 0.01%
3,119
+505
1088
$140K 0.01%
1,672
-238
1089
$140K 0.01%
640
+27
1090
$140K 0.01%
3,001
+200
1091
$140K 0.01%
6,877
+116
1092
$140K 0.01%
2,317
+333
1093
$139K 0.01%
3,837
+401
1094
$139K 0.01%
5,703
+1,240
1095
$139K 0.01%
1,484
-75
1096
$139K 0.01%
9,458
-637
1097
$138K 0.01%
1,934
+94
1098
$138K 0.01%
1,505
+126
1099
$138K 0.01%
1,385
-7,273
1100
$138K 0.01%
1,030
-590
42 43
44
45 46