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
2176
$20.1K ﹤0.01%
179
2177
$20.1K ﹤0.01%
4,026
-2,987
2178
$20K ﹤0.01%
199
2179
$20K ﹤0.01%
389
+44
2180
$20K ﹤0.01%
681
+43
2181
$19.9K ﹤0.01%
262
+47
2182
$19.9K ﹤0.01%
119
-58
2183
$19.9K ﹤0.01%
922
-98
2184
$19.8K ﹤0.01%
1,880
-39
2185
$19.8K ﹤0.01%
491
-40
2186
$19.7K ﹤0.01%
2,421
+1,259
2187
$19.7K ﹤0.01%
2,406
+989
2188
$19.7K ﹤0.01%
162
+98
2189
$19.7K ﹤0.01%
265
-359
2190
$19.6K ﹤0.01%
227
+33
2191
$19.6K ﹤0.01%
607
+84
2192
$19.6K ﹤0.01%
300
+24
2193
$19.5K ﹤0.01%
961
-113
2194
$19.5K ﹤0.01%
689
+71
2195
$19.4K ﹤0.01%
+1,558
2196
$19.4K ﹤0.01%
306
-392
2197
$19.4K ﹤0.01%
1,936
+1,590
2198
$19.2K ﹤0.01%
1,988
-943
2199
$19.2K ﹤0.01%
3,992
-1,200
2200
$19.1K ﹤0.01%
1,728
-33
86 87
88
89 90