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
1451
$61.1K ﹤0.01%
1,498
1452
$61.1K ﹤0.01%
1,169
+325
1453
$61K ﹤0.01%
589
-20
1454
$60.8K ﹤0.01%
10,076
+9,766
1455
$60.7K ﹤0.01%
3,747
+2,056
1456
$60.6K ﹤0.01%
2,203
1457
$60.5K ﹤0.01%
4,688
-217
1458
$60.5K ﹤0.01%
3,078
+388
1459
$60.5K ﹤0.01%
31
+2
1460
$60.4K ﹤0.01%
657
+53
1461
$60.3K ﹤0.01%
475
+200
1462
$60.3K ﹤0.01%
1,405
+110
1463
$60.1K ﹤0.01%
3,726
+21
1464
$59.7K ﹤0.01%
463
+6
1465
$59.6K ﹤0.01%
1,913
+653
1466
$59.6K ﹤0.01%
2,979
+1,944
1467
$59.5K ﹤0.01%
2,227
+285
1468
$59.5K ﹤0.01%
448
-237
1469
$59.2K ﹤0.01%
7,847
+6,909
1470
$59.1K ﹤0.01%
495
1471
$59K ﹤0.01%
486
+95
1472
$59K ﹤0.01%
887
+609
1473
$58.9K ﹤0.01%
+342
1474
$58.9K ﹤0.01%
482
+211
1475
$58.9K ﹤0.01%
1,312
+141
57 58
59
60 61