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
2051
$8.33K ﹤0.01%
547
-127
2052
$8.31K ﹤0.01%
303
2053
$8.31K ﹤0.01%
471
+62
2054
$8.29K ﹤0.01%
221
+131
2055
$8.25K ﹤0.01%
630
-3
2056
$8.23K ﹤0.01%
1,280
-884
2057
$8.22K ﹤0.01%
673
+411
2058
$8.22K ﹤0.01%
232
+154
2059
$8.22K ﹤0.01%
143
+21
2060
$8.21K ﹤0.01%
69
+58
2061
$8.21K ﹤0.01%
382
-21
2062
$8.21K ﹤0.01%
147
2063
$8.16K ﹤0.01%
224
+147
2064
$8.13K ﹤0.01%
2,665
2065
$8.12K ﹤0.01%
863
+539
2066
$8.12K ﹤0.01%
776
+303
2067
$8.11K ﹤0.01%
69
2068
$8.1K ﹤0.01%
207
+108
2069
$8.09K ﹤0.01%
484
-63
2070
$8.09K ﹤0.01%
642
+301
2071
$8.07K ﹤0.01%
405
+18
2072
$8.07K ﹤0.01%
103
+27
2073
$8.03K ﹤0.01%
366
+137
2074
$7.99K ﹤0.01%
65
+40
2075
$7.96K ﹤0.01%
1,252
-203
81 82
83
84 85