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
1501
$24.6K ﹤0.01%
3,390
+903
1502
$24.6K ﹤0.01%
559
-21
1503
$24.5K ﹤0.01%
231
+113
1504
$24.5K ﹤0.01%
275
1505
$24.5K ﹤0.01%
7,389
+3,703
1506
$24.4K ﹤0.01%
2,583
+1,608
1507
$24.4K ﹤0.01%
386
-121
1508
$24.4K ﹤0.01%
6,765
+778
1509
$24.3K ﹤0.01%
2,431
-1,231
1510
$24.3K ﹤0.01%
618
-108
1511
$24.3K ﹤0.01%
550
+492
1512
$24.2K ﹤0.01%
1,096
+450
1513
$24.1K ﹤0.01%
478
+129
1514
$24.1K ﹤0.01%
366
-53
1515
$24.1K ﹤0.01%
485
-39
1516
$24K ﹤0.01%
607
+388
1517
$23.9K ﹤0.01%
416
+373
1518
$23.9K ﹤0.01%
423
+3
1519
$23.9K ﹤0.01%
809
+269
1520
$23.9K ﹤0.01%
2,079
-2,920
1521
$23.9K ﹤0.01%
228
1522
$23.8K ﹤0.01%
160
+1
1523
$23.8K ﹤0.01%
130
+30
1524
$23.8K ﹤0.01%
585
+446
1525
$23.8K ﹤0.01%
109
59 60
61
62 63