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
2076
$7.93K ﹤0.01%
133
2077
$7.92K ﹤0.01%
682
-545
2078
$7.92K ﹤0.01%
1,159
-1,997
2079
$7.88K ﹤0.01%
837
+54
2080
$7.88K ﹤0.01%
162
+90
2081
$7.84K ﹤0.01%
494
+216
2082
$7.83K ﹤0.01%
181
-18
2083
$7.8K ﹤0.01%
1,483
-298
2084
$7.8K ﹤0.01%
254
+90
2085
$7.79K ﹤0.01%
87
-3
2086
$7.78K ﹤0.01%
134
+4
2087
$7.73K ﹤0.01%
141
+71
2088
$7.73K ﹤0.01%
220
-398
2089
$7.72K ﹤0.01%
539
+1
2090
$7.71K ﹤0.01%
790
+389
2091
$7.7K ﹤0.01%
478
+315
2092
$7.7K ﹤0.01%
142
+7
2093
$7.69K ﹤0.01%
+251
2094
$7.69K ﹤0.01%
234
+153
2095
$7.63K ﹤0.01%
48
+2
2096
$7.63K ﹤0.01%
553
2097
$7.62K ﹤0.01%
573
+3
2098
$7.58K ﹤0.01%
183
+162
2099
$7.58K ﹤0.01%
308
+168
2100
$7.58K ﹤0.01%
367
+309
82 83
84
85 86