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
201
$1.5M 0.08%
5,092
+148
202
$1.49M 0.08%
23,844
-2,386
203
$1.47M 0.08%
32,173
+2,918
204
$1.45M 0.08%
17,585
+273
205
$1.45M 0.08%
5,413
-105
206
$1.45M 0.08%
23,716
+3,072
207
$1.44M 0.08%
7,364
+666
208
$1.44M 0.08%
3,147
+515
209
$1.44M 0.08%
15,811
+1,061
210
$1.43M 0.08%
19,009
+189
211
$1.42M 0.08%
5,209
+914
212
$1.41M 0.08%
1,073
+57
213
$1.41M 0.08%
2,954
+514
214
$1.4M 0.08%
8,951
+328
215
$1.4M 0.08%
20,746
+1,733
216
$1.38M 0.08%
23,054
+2,551
217
$1.36M 0.08%
34,998
+6,081
218
$1.36M 0.08%
10,617
+2,531
219
$1.36M 0.08%
9,618
+740
220
$1.35M 0.07%
9,729
+3,066
221
$1.34M 0.07%
5,697
+733
222
$1.34M 0.07%
2,254
223
$1.33M 0.07%
16,189
+2,198
224
$1.33M 0.07%
2,168
+165
225
$1.33M 0.07%
6,572
+585
7 8
9
10 11