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
2001
$23.8K ﹤0.01%
1,279
+561
2002
$23.8K ﹤0.01%
432
2003
$23.8K ﹤0.01%
690
+434
2004
$23.8K ﹤0.01%
3,013
+1,095
2005
$23.7K ﹤0.01%
670
+142
2006
$23.7K ﹤0.01%
237
-4
2007
$23.7K ﹤0.01%
1,165
-39
2008
$23.6K ﹤0.01%
3,207
-481
2009
$23.6K ﹤0.01%
2,480
-228
2010
$23.4K ﹤0.01%
+827
2011
$23.4K ﹤0.01%
1,062
+430
2012
$23.3K ﹤0.01%
853
+180
2013
$23.3K ﹤0.01%
366
+155
2014
$23.3K ﹤0.01%
885
+259
2015
$23.2K ﹤0.01%
1,081
+498
2016
$23.2K ﹤0.01%
2,940
+2,682
2017
$23.1K ﹤0.01%
2,365
+278
2018
$23.1K ﹤0.01%
540
+97
2019
$23.1K ﹤0.01%
1,294
+680
2020
$23.1K ﹤0.01%
731
+135
2021
$23K ﹤0.01%
85
2022
$23K ﹤0.01%
737
+261
2023
$23K ﹤0.01%
2,203
+1,084
2024
$22.9K ﹤0.01%
231
2025
$22.9K ﹤0.01%
406
+148