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
1251
$36.4K 0.01%
1,743
+713
1252
$36.4K 0.01%
739
+54
1253
$36.3K 0.01%
668
+528
1254
$36.3K ﹤0.01%
314
+48
1255
$36.3K ﹤0.01%
+184
1256
$36.2K ﹤0.01%
638
+264
1257
$36.2K ﹤0.01%
968
+774
1258
$36.2K ﹤0.01%
415
+2
1259
$36.1K ﹤0.01%
798
-287
1260
$36K ﹤0.01%
379
+153
1261
$35.9K ﹤0.01%
572
+398
1262
$35.9K ﹤0.01%
5,098
+3,448
1263
$35.8K ﹤0.01%
3,820
+198
1264
$35.8K ﹤0.01%
507
+226
1265
$35.7K ﹤0.01%
171
+133
1266
$35.6K ﹤0.01%
909
+258
1267
$35.4K ﹤0.01%
811
+381
1268
$35.2K ﹤0.01%
2,281
-855
1269
$35.2K ﹤0.01%
968
+479
1270
$35.1K ﹤0.01%
359
+83
1271
$35.1K ﹤0.01%
8,342
-2,555
1272
$35.1K ﹤0.01%
324
+108
1273
$35.1K ﹤0.01%
2,636
+410
1274
$35K ﹤0.01%
1,604
+1,121
1275
$35K ﹤0.01%
605
+297
49 50
51
52 53