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
$1.33B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,930
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.71M
3
+$5.11M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
META icon
Meta Platforms (Facebook)
META
+$3.36M

Top Sells

1
+$709K
2
+$548K
3
+$540K
4
SRE icon
Sempra
SRE
+$360K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$288K

Sector Composition

1 Technology 22.35%
2 Financials 13.22%
3 Healthcare 9.23%
4 Consumer Discretionary 7.87%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$25.1K ﹤0.01%
2,390
+1,073
1977
$25.1K ﹤0.01%
371
+263
1978
$25K ﹤0.01%
1,004
+618
1979
$25K ﹤0.01%
1,211
+746
1980
$24.9K ﹤0.01%
2,755
-588
1981
$24.9K ﹤0.01%
351
-41
1982
$24.8K ﹤0.01%
1,447
+260
1983
$24.8K ﹤0.01%
4,500
-519
1984
$24.6K ﹤0.01%
660
-43
1985
$24.6K ﹤0.01%
230
-1,235
1986
$24.4K ﹤0.01%
930
+148
1987
$24.4K ﹤0.01%
1,560
+1,329
1988
$24.4K ﹤0.01%
454
+391
1989
$24.4K ﹤0.01%
1,010
+748
1990
$24.3K ﹤0.01%
414
+348
1991
$24.2K ﹤0.01%
1,088
+421
1992
$24.2K ﹤0.01%
+285
1993
$24.1K ﹤0.01%
654
+389
1994
$24K ﹤0.01%
1,893
+1,264
1995
$24K ﹤0.01%
2,801
+1,562
1996
$24K ﹤0.01%
4,911
1997
$24K ﹤0.01%
1,855
+1,827
1998
$24K ﹤0.01%
417
+356
1999
$23.9K ﹤0.01%
493
-141
2000
$23.8K ﹤0.01%
537
-313
78 79
80
81 82