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
101
$2.74M 0.15%
6,120
-614
102
$2.73M 0.15%
25,363
+4,326
103
$2.71M 0.15%
17,466
+867
104
$2.7M 0.15%
9,655
+442
105
$2.69M 0.15%
42,477
+1,758
106
$2.68M 0.15%
8,267
+576
107
$2.65M 0.15%
27,946
+2,467
108
$2.64M 0.15%
21,352
+3,163
109
$2.64M 0.15%
2,728
+100
110
$2.63M 0.15%
14,125
-114
111
$2.63M 0.14%
27,219
+1,208
112
$2.62M 0.14%
22,071
+2,098
113
$2.59M 0.14%
7,364
+743
114
$2.57M 0.14%
9,857
+1,723
115
$2.56M 0.14%
10,182
+1,562
116
$2.55M 0.14%
13,249
+715
117
$2.53M 0.14%
10,700
+237
118
$2.47M 0.14%
13,872
+1,532
119
$2.44M 0.13%
4,011
+540
120
$2.44M 0.13%
11,903
-117
121
$2.43M 0.13%
4,040
+40
122
$2.42M 0.13%
9,558
+1,271
123
$2.41M 0.13%
8,783
+1,349
124
$2.39M 0.13%
3,159
+207
125
$2.39M 0.13%
10,419
-426
3 4
5
6 7