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
1976
$30.7K ﹤0.01%
397
-283
1977
$30.6K ﹤0.01%
653
+445
1978
$30.5K ﹤0.01%
113
+6
1979
$30.5K ﹤0.01%
9,022
+988
1980
$30.5K ﹤0.01%
431
-790
1981
$30.4K ﹤0.01%
381
+18
1982
$30.4K ﹤0.01%
272
1983
$30.4K ﹤0.01%
530
-458
1984
$30.4K ﹤0.01%
370
+67
1985
$30.4K ﹤0.01%
1,116
+180
1986
$30.3K ﹤0.01%
14,383
-844
1987
$30.3K ﹤0.01%
799
+406
1988
$30.2K ﹤0.01%
840
+128
1989
$30.2K ﹤0.01%
1,290
-10,329
1990
$30.2K ﹤0.01%
771
+114
1991
$30.2K ﹤0.01%
755
+6
1992
$30.2K ﹤0.01%
1,894
-133
1993
$30.1K ﹤0.01%
430
+22
1994
$30K ﹤0.01%
782
+65
1995
$30K ﹤0.01%
399
+249
1996
$29.9K ﹤0.01%
489
+30
1997
$29.8K ﹤0.01%
1,833
+480
1998
$29.8K ﹤0.01%
156
+6
1999
$29.6K ﹤0.01%
396
+11
2000
$29.6K ﹤0.01%
4,122
-2,408
78 79
80
81 82