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
1951
$10.5K ﹤0.01%
120
-12
1952
$10.5K ﹤0.01%
402
-333
1953
$10.5K ﹤0.01%
777
-867
1954
$10.5K ﹤0.01%
292
+36
1955
$10.5K ﹤0.01%
527
+58
1956
$10.4K ﹤0.01%
1,854
+314
1957
$10.4K ﹤0.01%
181
+101
1958
$10.4K ﹤0.01%
128
1959
$10.4K ﹤0.01%
356
+37
1960
$10.3K ﹤0.01%
195
+63
1961
$10.3K ﹤0.01%
591
+261
1962
$10.2K ﹤0.01%
797
+458
1963
$10.2K ﹤0.01%
72
+5
1964
$10.2K ﹤0.01%
151
+44
1965
$10.2K ﹤0.01%
1,215
-42
1966
$10.2K ﹤0.01%
2,030
+880
1967
$10.1K ﹤0.01%
1,217
-126
1968
$10.1K ﹤0.01%
86
1969
$10.1K ﹤0.01%
33
+11
1970
$10.1K ﹤0.01%
541
-892
1971
$10K ﹤0.01%
58
-9
1972
$10K ﹤0.01%
241
1973
$9.99K ﹤0.01%
115
1974
$9.95K ﹤0.01%
250
-491
1975
$9.95K ﹤0.01%
894
-191
77 78
79
80 81