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
2101
$7.52K ﹤0.01%
947
+420
2102
$7.47K ﹤0.01%
215
+184
2103
$7.47K ﹤0.01%
95
-61
2104
$7.46K ﹤0.01%
520
+117
2105
$7.45K ﹤0.01%
135
-17
2106
$7.45K ﹤0.01%
+259
2107
$7.44K ﹤0.01%
614
-106
2108
$7.42K ﹤0.01%
3,620
+2,764
2109
$7.41K ﹤0.01%
298
+170
2110
$7.38K ﹤0.01%
2,664
-117
2111
$7.38K ﹤0.01%
+50
2112
$7.33K ﹤0.01%
1,371
+141
2113
$7.29K ﹤0.01%
195
+116
2114
$7.26K ﹤0.01%
131
+7
2115
$7.25K ﹤0.01%
158
+145
2116
$7.25K ﹤0.01%
451
+275
2117
$7.23K ﹤0.01%
253
+1
2118
$7.21K ﹤0.01%
95
-2
2119
$7.19K ﹤0.01%
62
+10
2120
$7.18K ﹤0.01%
+887
2121
$7.12K ﹤0.01%
185
+63
2122
$7.12K ﹤0.01%
+93
2123
$7.1K ﹤0.01%
281
+13
2124
$7.09K ﹤0.01%
1,518
+793
2125
$7.08K ﹤0.01%
276
83 84
85
86 87