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
1201
$119K 0.01%
1,520
-125
1202
$118K 0.01%
6,047
+206
1203
$118K 0.01%
4,963
+294
1204
$118K 0.01%
4,860
-44,420
1205
$118K 0.01%
1,414
+128
1206
$118K 0.01%
676
1207
$118K 0.01%
941
-517
1208
$118K 0.01%
14,235
-2,259
1209
$118K 0.01%
1,235
+114
1210
$118K 0.01%
12,257
+2,626
1211
$118K 0.01%
2,990
+64
1212
$117K 0.01%
1,412
+135
1213
$117K 0.01%
7,265
+427
1214
$117K 0.01%
1,947
-187
1215
$117K 0.01%
3,306
+289
1216
$117K 0.01%
369
-76
1217
$116K 0.01%
1,830
+484
1218
$116K 0.01%
927
1219
$116K 0.01%
959
+71
1220
$116K 0.01%
4,703
+575
1221
$116K 0.01%
1,991
+372
1222
$116K 0.01%
753
+24
1223
$116K 0.01%
741
-36
1224
$115K 0.01%
2,241
-727
1225
$115K 0.01%
4,109
+724
47 48
49
50 51