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
176
$756K 0.1%
10,030
+3,257
177
$751K 0.1%
6,406
+3,192
178
$750K 0.1%
26,807
+13,039
179
$750K 0.1%
15,889
+3,870
180
$749K 0.1%
13,832
+4,881
181
$748K 0.1%
8,898
+4,147
182
$738K 0.1%
5,394
+2,111
183
$728K 0.1%
18,736
+10,403
184
$728K 0.1%
33,037
+8,244
185
$727K 0.1%
7,252
+3,985
186
$717K 0.1%
6,882
+2,474
187
$717K 0.1%
872
+331
188
$711K 0.1%
2,091
+767
189
$707K 0.1%
11,212
+1,270
190
$705K 0.1%
16,976
-448
191
$705K 0.1%
11,698
+2,408
192
$700K 0.1%
14,828
+1,678
193
$698K 0.1%
7,631
+3,524
194
$698K 0.1%
11,034
+2,889
195
$693K 0.09%
3,805
+1,216
196
$683K 0.09%
28,000
+25,718
197
$682K 0.09%
9,940
+3,567
198
$675K 0.09%
37,794
+34,703
199
$675K 0.09%
8,276
+2,826
200
$671K 0.09%
23,621
+10,102
6 7
8
9 10