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
1301
$33.9K ﹤0.01%
4,981
+1,663
1302
$33.9K ﹤0.01%
704
+438
1303
$33.7K ﹤0.01%
5,464
+3,101
1304
$33.6K ﹤0.01%
314
-53
1305
$33.6K ﹤0.01%
762
+405
1306
$33.5K ﹤0.01%
787
+164
1307
$33.5K ﹤0.01%
186
-71
1308
$33.5K ﹤0.01%
+1,597
1309
$33.4K ﹤0.01%
177
+95
1310
$33.3K ﹤0.01%
1,036
-85
1311
$33.3K ﹤0.01%
635
+248
1312
$33.3K ﹤0.01%
1,274
+328
1313
$33.2K ﹤0.01%
5,017
+1,981
1314
$33.2K ﹤0.01%
868
+233
1315
$33.2K ﹤0.01%
394
+116
1316
$33K ﹤0.01%
196
1317
$33K ﹤0.01%
1,942
+561
1318
$32.9K ﹤0.01%
2,022
+1,052
1319
$32.8K ﹤0.01%
2,329
+116
1320
$32.8K ﹤0.01%
1,785
+500
1321
$32.7K ﹤0.01%
494
+257
1322
$32.7K ﹤0.01%
907
+326
1323
$32.7K ﹤0.01%
316
1324
$32.6K ﹤0.01%
259
+111
1325
$32.6K ﹤0.01%
512
+51
51 52
53
54 55