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
176
$1.73M 0.1%
9,019
-1,560
177
$1.73M 0.1%
9,229
+1,779
178
$1.72M 0.1%
38,215
-2,293
179
$1.72M 0.09%
1,869
+134
180
$1.72M 0.09%
13,112
+669
181
$1.69M 0.09%
7,888
+390
182
$1.69M 0.09%
13,617
-1,058
183
$1.67M 0.09%
6,820
+775
184
$1.65M 0.09%
46,528
+3,722
185
$1.61M 0.09%
2,242
+209
186
$1.61M 0.09%
9,313
+545
187
$1.61M 0.09%
6,190
+771
188
$1.6M 0.09%
35,928
+2,230
189
$1.6M 0.09%
17,172
+1,252
190
$1.6M 0.09%
1,671
+147
191
$1.59M 0.09%
5,134
-53
192
$1.58M 0.09%
18,787
-3,966
193
$1.57M 0.09%
13,706
+1,438
194
$1.56M 0.09%
10,665
-1,953
195
$1.56M 0.09%
19,344
+2,566
196
$1.55M 0.09%
13,913
+651
197
$1.55M 0.09%
17,728
+221
198
$1.53M 0.08%
3,587
+345
199
$1.5M 0.08%
16,935
+1,493
200
$1.5M 0.08%
5,194
-877
6 7
8
9 10