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
1476
$25.7K ﹤0.01%
3,585
+2,711
1477
$25.6K ﹤0.01%
365
+150
1478
$25.6K ﹤0.01%
+432
1479
$25.5K ﹤0.01%
4,130
+3,906
1480
$25.4K ﹤0.01%
2,858
+150
1481
$25.4K ﹤0.01%
552
+93
1482
$25.3K ﹤0.01%
266
+153
1483
$25.2K ﹤0.01%
523
+136
1484
$25.1K ﹤0.01%
285
1485
$25K ﹤0.01%
231
+153
1486
$25K ﹤0.01%
867
-1
1487
$24.9K ﹤0.01%
95
1488
$24.9K ﹤0.01%
594
+430
1489
$24.9K ﹤0.01%
405
-56
1490
$24.9K ﹤0.01%
846
+255
1491
$24.8K ﹤0.01%
263
+96
1492
$24.8K ﹤0.01%
3,329
+1,427
1493
$24.8K ﹤0.01%
880
+142
1494
$24.8K ﹤0.01%
458
-158
1495
$24.8K ﹤0.01%
1,374
+786
1496
$24.8K ﹤0.01%
+241
1497
$24.8K ﹤0.01%
140
-98
1498
$24.7K ﹤0.01%
291
+144
1499
$24.6K ﹤0.01%
208
+2
1500
$24.6K ﹤0.01%
500
58 59
60
61 62