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
151
$2.05M 0.11%
4,177
+185
152
$2.05M 0.11%
21,502
+3,351
153
$2.02M 0.11%
12,846
+1,598
154
$1.99M 0.11%
11,725
+2,003
155
$1.98M 0.11%
10,005
-420
156
$1.98M 0.11%
4,323
-37
157
$1.95M 0.11%
17,750
+1,872
158
$1.94M 0.11%
14,927
+2,019
159
$1.93M 0.11%
28,664
+1,057
160
$1.92M 0.11%
14,095
+1,564
161
$1.89M 0.1%
9,419
+1,060
162
$1.88M 0.1%
3,820
+527
163
$1.88M 0.1%
27,860
+2,218
164
$1.87M 0.1%
4,511
+476
165
$1.87M 0.1%
22,056
-58
166
$1.86M 0.1%
55,549
+9,089
167
$1.86M 0.1%
4,401
+393
168
$1.85M 0.1%
5,344
+471
169
$1.83M 0.1%
13,691
+796
170
$1.82M 0.1%
71,349
+9,436
171
$1.81M 0.1%
4,632
-80
172
$1.79M 0.1%
29,262
+2,753
173
$1.76M 0.1%
5,857
+614
174
$1.76M 0.1%
29,363
+133
175
$1.74M 0.1%
2,727
+292
5 6
7
8 9