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
2201
$5.96K ﹤0.01%
705
+197
2202
$5.94K ﹤0.01%
259
+130
2203
$5.92K ﹤0.01%
160
2204
$5.9K ﹤0.01%
505
+203
2205
$5.9K ﹤0.01%
217
2206
$5.9K ﹤0.01%
97
2207
$5.87K ﹤0.01%
153
-81
2208
$5.84K ﹤0.01%
212
-261
2209
$5.84K ﹤0.01%
1,047
+102
2210
$5.81K ﹤0.01%
636
-624
2211
$5.79K ﹤0.01%
158
+70
2212
$5.77K ﹤0.01%
147
-17
2213
$5.77K ﹤0.01%
703
+522
2214
$5.77K ﹤0.01%
+80
2215
$5.75K ﹤0.01%
195
2216
$5.74K ﹤0.01%
259
-73
2217
$5.73K ﹤0.01%
163
+150
2218
$5.71K ﹤0.01%
261
+8
2219
$5.69K ﹤0.01%
391
-49
2220
$5.68K ﹤0.01%
302
+49
2221
$5.68K ﹤0.01%
149
2222
$5.68K ﹤0.01%
510
-130
2223
$5.67K ﹤0.01%
424
+72
2224
$5.67K ﹤0.01%
3,184
2225
$5.66K ﹤0.01%
1,685
+305
87 88
89
90 91