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
$1.58B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,941
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.56M
3
+$4.53M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.88M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.61M

Top Sells

1
+$5.77M
2
+$5.06M
3
+$4.61M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.27M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$3.85M

Sector Composition

1 Technology 26.3%
2 Financials 13.46%
3 Consumer Discretionary 8.83%
4 Industrials 8.51%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$98.5K 0.01%
3,862
+1,075
1277
$98.3K 0.01%
4,356
+2,995
1278
$98.3K 0.01%
1,494
-673
1279
$98.2K 0.01%
542
-3
1280
$98.1K 0.01%
4,202
+1,274
1281
$98.1K 0.01%
2,869
-1,286
1282
$97.9K 0.01%
796
+134
1283
$97.9K 0.01%
4,516
+3,356
1284
$97.7K 0.01%
10,365
+2,892
1285
$97.6K 0.01%
20,241
-20,954
1286
$96.9K 0.01%
1,221
+410
1287
$96.9K 0.01%
2,216
+224
1288
$96.5K 0.01%
836
+99
1289
$96.5K 0.01%
1,895
-16,388
1290
$96.4K 0.01%
3,406
+1,300
1291
$96.2K 0.01%
1,211
+380
1292
$95.7K 0.01%
2,354
1293
$95.7K 0.01%
9,095
+1,805
1294
$95.5K 0.01%
2,052
-210
1295
$95.4K 0.01%
1,313
1296
$95.3K 0.01%
2,219
-243
1297
$95.3K 0.01%
777
-168
1298
$95.1K 0.01%
5,120
+1,873
1299
$95.1K 0.01%
4,311
-51,646
1300
$94.6K 0.01%
494
-4
50 51
52
53 54