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
2051
$26.9K ﹤0.01%
237
2052
$26.9K ﹤0.01%
1,959
+449
2053
$26.8K ﹤0.01%
833
+183
2054
$26.8K ﹤0.01%
249
+37
2055
$26.8K ﹤0.01%
455
+127
2056
$26.8K ﹤0.01%
1,634
+155
2057
$26.6K ﹤0.01%
315
-37
2058
$26.6K ﹤0.01%
383
-123
2059
$26.6K ﹤0.01%
322
-4
2060
$26.5K ﹤0.01%
133
-50
2061
$26.5K ﹤0.01%
1,341
+836
2062
$26.4K ﹤0.01%
247
-166
2063
$26.3K ﹤0.01%
464
+75
2064
$26.3K ﹤0.01%
785
-338
2065
$26.1K ﹤0.01%
796
2066
$26K ﹤0.01%
550
-543
2067
$26K ﹤0.01%
1,684
+1,264
2068
$26K ﹤0.01%
898
-221
2069
$25.9K ﹤0.01%
569
2070
$25.8K ﹤0.01%
325
+107
2071
$25.8K ﹤0.01%
2,117
+737
2072
$25.8K ﹤0.01%
717
+206
2073
$25.8K ﹤0.01%
1,331
+118
2074
$25.7K ﹤0.01%
539
-326
2075
$25.7K ﹤0.01%
872
+86
81 82
83
84 85