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
1751
$46.5K ﹤0.01%
1,538
+301
1752
$46.5K ﹤0.01%
3,582
+179
1753
$46.4K ﹤0.01%
+3,767
1754
$46.4K ﹤0.01%
191
-237
1755
$46.3K ﹤0.01%
1,874
+482
1756
$46.3K ﹤0.01%
1,151
-1,623
1757
$46.3K ﹤0.01%
512
+19
1758
$46.1K ﹤0.01%
5,196
-1,033
1759
$46K ﹤0.01%
1,152
+36
1760
$46K ﹤0.01%
1,119
+580
1761
$45.7K ﹤0.01%
1,078
+1,060
1762
$45.6K ﹤0.01%
1,540
-10
1763
$45.5K ﹤0.01%
2,268
-2,302
1764
$45.4K ﹤0.01%
1,839
+174
1765
$45.3K ﹤0.01%
3,660
+136
1766
$45.3K ﹤0.01%
1,822
+296
1767
$45.2K ﹤0.01%
734
+92
1768
$45.1K ﹤0.01%
8,599
-963
1769
$45K ﹤0.01%
2,090
1770
$45K ﹤0.01%
975
+47
1771
$45K ﹤0.01%
1,779
+1,034
1772
$45K ﹤0.01%
177
+163
1773
$44.9K ﹤0.01%
1,172
+322
1774
$44.9K ﹤0.01%
938
-361
1775
$44.8K ﹤0.01%
2,775
69 70
71
72 73