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
1101
$138K 0.01%
5,640
-606
1102
$138K 0.01%
1,848
+112
1103
$136K 0.01%
1,152
+268
1104
$136K 0.01%
1,721
+108
1105
$136K 0.01%
455
+80
1106
$136K 0.01%
1,162
+125
1107
$136K 0.01%
6,635
+891
1108
$136K 0.01%
1,526
+457
1109
$136K 0.01%
5,677
+668
1110
$135K 0.01%
1,934
+165
1111
$135K 0.01%
963
+220
1112
$135K 0.01%
4,539
-464
1113
$135K 0.01%
1,718
+85
1114
$135K 0.01%
9,206
+152
1115
$135K 0.01%
3,404
-348
1116
$134K 0.01%
10,545
+511
1117
$134K 0.01%
1,544
+600
1118
$134K 0.01%
11,005
+4,410
1119
$134K 0.01%
1,646
-463
1120
$134K 0.01%
6,019
+1,499
1121
$134K 0.01%
7,326
+180
1122
$133K 0.01%
23,365
+393
1123
$133K 0.01%
1,240
-263
1124
$133K 0.01%
4,448
+584
1125
$132K 0.01%
1,930
+8
43 44
45
46 47