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
1951
$32.6K ﹤0.01%
451
-646
1952
$32.6K ﹤0.01%
1,223
-939
1953
$32.6K ﹤0.01%
545
+31
1954
$32.5K ﹤0.01%
3,066
+2,952
1955
$32.1K ﹤0.01%
559
+163
1956
$32.1K ﹤0.01%
942
-182
1957
$32K ﹤0.01%
285
+14
1958
$31.9K ﹤0.01%
1,230
-359
1959
$31.9K ﹤0.01%
1,447
+62
1960
$31.9K ﹤0.01%
2,180
1961
$31.8K ﹤0.01%
263
+9
1962
$31.8K ﹤0.01%
6,581
-4,416
1963
$31.7K ﹤0.01%
327
+53
1964
$31.6K ﹤0.01%
3,629
+389
1965
$31.4K ﹤0.01%
+1,650
1966
$31.4K ﹤0.01%
217
-5
1967
$31.3K ﹤0.01%
572
+11
1968
$31.3K ﹤0.01%
1,787
-1,751
1969
$31.1K ﹤0.01%
4,726
+246
1970
$31.1K ﹤0.01%
836
+42
1971
$31.1K ﹤0.01%
398
1972
$31K ﹤0.01%
516
1973
$31K ﹤0.01%
93
+8
1974
$30.9K ﹤0.01%
3,112
+351
1975
$30.8K ﹤0.01%
4,015
-35
77 78
79
80 81