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
1201
$39.9K 0.01%
823
+431
1202
$39.8K 0.01%
1,736
+284
1203
$39.7K 0.01%
54
1204
$39.5K 0.01%
382
+224
1205
$39.4K 0.01%
2,286
-140
1206
$39.2K 0.01%
723
-1,087
1207
$39.2K 0.01%
366
+144
1208
$39.2K 0.01%
899
+285
1209
$39.1K 0.01%
12,830
+1,236
1210
$39K 0.01%
397
+100
1211
$39K 0.01%
874
-12
1212
$38.9K 0.01%
432
-19
1213
$38.8K 0.01%
318
+84
1214
$38.8K 0.01%
702
+187
1215
$38.7K 0.01%
489
+192
1216
$38.6K 0.01%
2,617
+106
1217
$38.6K 0.01%
664
-154
1218
$38.5K 0.01%
674
+155
1219
$38.5K 0.01%
+1,695
1220
$38.3K 0.01%
517
-56
1221
$38.3K 0.01%
1,338
+932
1222
$38.3K 0.01%
709
+257
1223
$38.1K 0.01%
536
-938
1224
$38.1K 0.01%
177
1225
$38K 0.01%
555
+63
47 48
49
50 51