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
1401
$85.7K ﹤0.01%
2,878
+587
1402
$85.4K ﹤0.01%
2,524
+158
1403
$85.3K ﹤0.01%
896
+68
1404
$85K ﹤0.01%
658
+6
1405
$84.9K ﹤0.01%
597
+37
1406
$84.7K ﹤0.01%
532
-10
1407
$84.7K ﹤0.01%
2,998
+150
1408
$84.7K ﹤0.01%
213
-72
1409
$84.3K ﹤0.01%
2,348
+304
1410
$84.3K ﹤0.01%
1,022
-512
1411
$84.1K ﹤0.01%
5,194
+1,991
1412
$84.1K ﹤0.01%
1,991
+284
1413
$84.1K ﹤0.01%
3,808
-284
1414
$84K ﹤0.01%
2,313
+415
1415
$83.9K ﹤0.01%
3,973
-117
1416
$83.9K ﹤0.01%
4,918
+480
1417
$83.8K ﹤0.01%
6,607
+394
1418
$83.8K ﹤0.01%
1,458
+31
1419
$83.8K ﹤0.01%
843
-43
1420
$83.7K ﹤0.01%
1,950
+66
1421
$83.5K ﹤0.01%
9,460
-37
1422
$83.3K ﹤0.01%
884
+262
1423
$83.2K ﹤0.01%
1,770
+228
1424
$83.1K ﹤0.01%
1,521
+132
1425
$82.9K ﹤0.01%
+195
55 56
57
58 59