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
1401
$29.4K ﹤0.01%
372
+58
1402
$29.3K ﹤0.01%
488
+41
1403
$29.3K ﹤0.01%
116
+2
1404
$29.2K ﹤0.01%
404
-1
1405
$29.2K ﹤0.01%
2,264
+815
1406
$29.2K ﹤0.01%
772
+291
1407
$29.1K ﹤0.01%
647
+155
1408
$29.1K ﹤0.01%
762
-175
1409
$29.1K ﹤0.01%
561
+177
1410
$29K ﹤0.01%
178
+56
1411
$29K ﹤0.01%
2,271
-659
1412
$29K ﹤0.01%
474
+177
1413
$28.9K ﹤0.01%
516
+246
1414
$28.9K ﹤0.01%
2,110
+205
1415
$28.8K ﹤0.01%
618
+13
1416
$28.7K ﹤0.01%
796
+505
1417
$28.7K ﹤0.01%
1,027
-453
1418
$28.7K ﹤0.01%
2,522
+49
1419
$28.7K ﹤0.01%
1,057
+27
1420
$28.6K ﹤0.01%
277
-11
1421
$28.5K ﹤0.01%
422
-9
1422
$28.5K ﹤0.01%
712
+262
1423
$28.4K ﹤0.01%
576
+273
1424
$28.3K ﹤0.01%
1,002
+436
1425
$28.3K ﹤0.01%
2,914
+2,029
55 56
57
58 59