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
1726
$48.9K ﹤0.01%
4,502
+427
1727
$48.9K ﹤0.01%
1,150
-823
1728
$48.8K ﹤0.01%
338
-39
1729
$48.8K ﹤0.01%
1,205
+25
1730
$48.7K ﹤0.01%
1,346
+231
1731
$48.6K ﹤0.01%
1,927
+238
1732
$48.4K ﹤0.01%
1,406
+31
1733
$48.4K ﹤0.01%
2,078
+1,694
1734
$48.1K ﹤0.01%
393
-57
1735
$48.1K ﹤0.01%
11,052
+1,994
1736
$48K ﹤0.01%
732
+123
1737
$48K ﹤0.01%
548
-58
1738
$47.9K ﹤0.01%
771
+27
1739
$47.8K ﹤0.01%
2,843
+1,384
1740
$47.6K ﹤0.01%
289
1741
$47.5K ﹤0.01%
1,415
+139
1742
$47.5K ﹤0.01%
1,565
+94
1743
$47.5K ﹤0.01%
5,839
+352
1744
$47.3K ﹤0.01%
831
+401
1745
$47.3K ﹤0.01%
564
+64
1746
$47.1K ﹤0.01%
565
-254
1747
$46.9K ﹤0.01%
2,295
1748
$46.9K ﹤0.01%
563
1749
$46.9K ﹤0.01%
615
+203
1750
$46.6K ﹤0.01%
452
+97
68 69
70
71 72