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
$1.81B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,974
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.23M
3
+$5.43M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.72M

Top Sells

1
+$1.65M
2
+$1.41M
3
+$1.26M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.16M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$1.15M

Sector Composition

1 Technology 27.48%
2 Financials 13.08%
3 Consumer Discretionary 9.14%
4 Industrials 8.43%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$98K 0.01%
6,201
+166
1327
$97.9K 0.01%
1,142
+205
1328
$97.8K 0.01%
5,371
+691
1329
$97.5K 0.01%
2,237
+195
1330
$96.9K 0.01%
8,745
-327
1331
$96.3K 0.01%
5,969
+827
1332
$96.3K 0.01%
3,966
-38
1333
$95.5K 0.01%
1,270
+83
1334
$95.1K 0.01%
2,861
-988
1335
$95K 0.01%
715
-303
1336
$94.9K 0.01%
1,357
1337
$94.8K 0.01%
2,393
+165
1338
$94.6K 0.01%
530
-269
1339
$94.4K 0.01%
2,716
+102
1340
$94.4K 0.01%
6,726
+734
1341
$94.2K 0.01%
1,862
-298
1342
$93.8K 0.01%
2,837
-57
1343
$93.7K 0.01%
1,258
+116
1344
$93.6K 0.01%
4,644
-476
1345
$93.5K 0.01%
1,509
+15
1346
$93.5K 0.01%
2,223
-174
1347
$93.5K 0.01%
12,335
-829
1348
$93.3K 0.01%
1,364
+293
1349
$93.2K 0.01%
777
+483
1350
$93K 0.01%
2,026
+512
52 53
54
55 56