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
2026
$28.4K ﹤0.01%
952
+263
2027
$28.3K ﹤0.01%
827
2028
$28.2K ﹤0.01%
390
-8
2029
$28.2K ﹤0.01%
782
+80
2030
$28.2K ﹤0.01%
539
+158
2031
$28.2K ﹤0.01%
1,639
+1,130
2032
$28.1K ﹤0.01%
530
-39
2033
$28.1K ﹤0.01%
1,463
+388
2034
$27.9K ﹤0.01%
156
+5
2035
$27.8K ﹤0.01%
288
2036
$27.8K ﹤0.01%
+344
2037
$27.8K ﹤0.01%
719
+254
2038
$27.7K ﹤0.01%
750
+6
2039
$27.7K ﹤0.01%
523
-190
2040
$27.7K ﹤0.01%
+295
2041
$27.6K ﹤0.01%
865
2042
$27.4K ﹤0.01%
356
+16
2043
$27.4K ﹤0.01%
3,721
-828
2044
$27.4K ﹤0.01%
1,898
+19
2045
$27.4K ﹤0.01%
1,683
+578
2046
$27.3K ﹤0.01%
570
+121
2047
$27.3K ﹤0.01%
4,911
2048
$27.2K ﹤0.01%
1,231
-3,080
2049
$27.2K ﹤0.01%
1,095
+356
2050
$27.1K ﹤0.01%
602
-4
80 81
82
83 84