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
2026
$8.92K ﹤0.01%
772
+336
2027
$8.92K ﹤0.01%
2,577
2028
$8.9K ﹤0.01%
1,084
+699
2029
$8.88K ﹤0.01%
475
-159
2030
$8.83K ﹤0.01%
514
-426
2031
$8.79K ﹤0.01%
504
+8
2032
$8.77K ﹤0.01%
633
+30
2033
$8.74K ﹤0.01%
3,800
-1,465
2034
$8.73K ﹤0.01%
66
2035
$8.73K ﹤0.01%
100
+32
2036
$8.73K ﹤0.01%
286
-110
2037
$8.71K ﹤0.01%
1,575
-654
2038
$8.69K ﹤0.01%
197
+178
2039
$8.69K ﹤0.01%
227
+100
2040
$8.66K ﹤0.01%
704
-1,970
2041
$8.64K ﹤0.01%
115
+30
2042
$8.63K ﹤0.01%
772
+271
2043
$8.63K ﹤0.01%
292
+202
2044
$8.51K ﹤0.01%
85
+36
2045
$8.51K ﹤0.01%
282
+143
2046
$8.49K ﹤0.01%
649
+5
2047
$8.41K ﹤0.01%
294
+212
2048
$8.38K ﹤0.01%
321
-2
2049
$8.37K ﹤0.01%
294
+129
2050
$8.35K ﹤0.01%
368
+169
80 81
82
83 84