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
1226
$38K 0.01%
152
+15
1227
$38K 0.01%
5,438
+1,884
1228
$37.9K 0.01%
1,992
+1,910
1229
$37.9K 0.01%
214
+47
1230
$37.9K 0.01%
874
+168
1231
$37.8K 0.01%
3,189
-1,318
1232
$37.7K 0.01%
1,641
-489
1233
$37.7K 0.01%
+974
1234
$37.6K 0.01%
310
+56
1235
$37.5K 0.01%
260
+36
1236
$37.5K 0.01%
+1,141
1237
$37.3K 0.01%
1,222
+370
1238
$37.2K 0.01%
1,202
+434
1239
$37K 0.01%
495
1240
$37K 0.01%
3,557
-1,001
1241
$36.9K 0.01%
311
+1
1242
$36.9K 0.01%
1,355
+464
1243
$36.8K 0.01%
289
1244
$36.8K 0.01%
1,758
-19
1245
$36.7K 0.01%
3,533
+2,908
1246
$36.7K 0.01%
4,566
+1,810
1247
$36.6K 0.01%
2,706
+2,682
1248
$36.5K 0.01%
1,099
+95
1249
$36.5K 0.01%
255
-16
1250
$36.4K 0.01%
354
+64
48 49
50
51 52