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
201
$664K 0.09%
9,435
+1,740
202
$663K 0.09%
7,303
+3,101
203
$663K 0.09%
1,775
+413
204
$662K 0.09%
6,948
+3,918
205
$658K 0.09%
14,172
+4,467
206
$658K 0.09%
5,318
+737
207
$658K 0.09%
2,536
+874
208
$658K 0.09%
6,518
+1,691
209
$654K 0.09%
12,881
+11,902
210
$653K 0.09%
3,359
+1,274
211
$652K 0.09%
4,194
+2,299
212
$651K 0.09%
8,770
+2,018
213
$649K 0.09%
8,926
+2,178
214
$648K 0.09%
3,016
+1,593
215
$647K 0.09%
5,140
+2,228
216
$646K 0.09%
506
+152
217
$643K 0.09%
15,366
+3,772
218
$639K 0.09%
3,250
+841
219
$639K 0.09%
4,612
+701
220
$630K 0.09%
8,674
+2,454
221
$629K 0.09%
5,708
+1,009
222
$622K 0.08%
2,762
+723
223
$621K 0.08%
18,576
+2,926
224
$618K 0.08%
8,130
+3,018
225
$610K 0.08%
11,990
+3,804
7 8
9
10 11