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
1526
$23.7K ﹤0.01%
1,858
-291
1527
$23.7K ﹤0.01%
377
-16
1528
$23.6K ﹤0.01%
368
+163
1529
$23.6K ﹤0.01%
1,253
-10
1530
$23.6K ﹤0.01%
1,250
+1,074
1531
$23.6K ﹤0.01%
662
+19
1532
$23.4K ﹤0.01%
712
+473
1533
$23.4K ﹤0.01%
152
1534
$23.3K ﹤0.01%
607
+389
1535
$23.3K ﹤0.01%
692
+249
1536
$23.2K ﹤0.01%
54
+12
1537
$23.2K ﹤0.01%
3,157
-131
1538
$23.1K ﹤0.01%
406
+58
1539
$23.1K ﹤0.01%
1,838
+944
1540
$23K ﹤0.01%
1,702
+595
1541
$23K ﹤0.01%
1,310
+847
1542
$23K ﹤0.01%
195
+47
1543
$23K ﹤0.01%
3,510
+1,953
1544
$22.9K ﹤0.01%
294
1545
$22.9K ﹤0.01%
88
+22
1546
$22.9K ﹤0.01%
2,292
+898
1547
$22.9K ﹤0.01%
400
-34
1548
$22.9K ﹤0.01%
1,277
+17
1549
$22.9K ﹤0.01%
2,650
+1,244
1550
$22.9K ﹤0.01%
1,210
-208
60 61
62
63 64