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
2101
$24.3K ﹤0.01%
+1,012
2102
$24.3K ﹤0.01%
1,615
-624
2103
$24.1K ﹤0.01%
576
+60
2104
$24K ﹤0.01%
1,079
2105
$24K ﹤0.01%
530
-378
2106
$24K ﹤0.01%
254
+28
2107
$23.7K ﹤0.01%
624
+64
2108
$23.6K ﹤0.01%
403
2109
$23.6K ﹤0.01%
1,394
+182
2110
$23.6K ﹤0.01%
2,365
-220
2111
$23.4K ﹤0.01%
3,336
-827
2112
$23.3K ﹤0.01%
288
+13
2113
$23.2K ﹤0.01%
368
+123
2114
$23.2K ﹤0.01%
1,520
-66
2115
$23.2K ﹤0.01%
622
+132
2116
$23.1K ﹤0.01%
1,319
-300
2117
$23.1K ﹤0.01%
137
+103
2118
$23.1K ﹤0.01%
1,989
-6,266
2119
$23K ﹤0.01%
1,232
-75
2120
$23K ﹤0.01%
609
+183
2121
$22.9K ﹤0.01%
810
+195
2122
$22.9K ﹤0.01%
818
+337
2123
$22.9K ﹤0.01%
1,235
+124
2124
$22.9K ﹤0.01%
838
-8
2125
$22.8K ﹤0.01%
230
83 84
85
86 87