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
$1.33B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,930
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.71M
3
+$5.11M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
META icon
Meta Platforms (Facebook)
META
+$3.36M

Top Sells

1
+$709K
2
+$548K
3
+$540K
4
SRE icon
Sempra
SRE
+$360K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$288K

Sector Composition

1 Technology 22.35%
2 Financials 13.22%
3 Healthcare 9.23%
4 Consumer Discretionary 7.87%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$76K 0.01%
7,186
-1,495
1302
$75.7K 0.01%
4,379
+2,086
1303
$75.7K 0.01%
1,348
+708
1304
$75.5K 0.01%
2,170
+1,093
1305
$75.4K 0.01%
738
1306
$75K 0.01%
5,949
+4,362
1307
$74.9K 0.01%
944
1308
$74.9K 0.01%
902
-192
1309
$74.8K 0.01%
5,381
+324
1310
$74.8K 0.01%
15,884
+7,514
1311
$74.7K 0.01%
2,680
+947
1312
$74.5K 0.01%
5,062
+1,906
1313
$74.5K 0.01%
460
+206
1314
$74.4K 0.01%
2,632
+995
1315
$74.4K 0.01%
4,402
+2,269
1316
$74.4K 0.01%
479
+104
1317
$74.2K 0.01%
1,148
+661
1318
$74K 0.01%
252
+85
1319
$73.8K 0.01%
854
+432
1320
$73.7K 0.01%
3,299
+1,105
1321
$73.6K 0.01%
604
+134
1322
$73.6K 0.01%
348
-2
1323
$73.4K 0.01%
1,342
+880
1324
$73.4K 0.01%
4,586
+25
1325
$73.3K 0.01%
3,128
+661
51 52
53
54 55