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
2301
$4.6K ﹤0.01%
605
+70
2302
$4.6K ﹤0.01%
31
+2
2303
$4.58K ﹤0.01%
76
+34
2304
$4.57K ﹤0.01%
297
-16
2305
$4.56K ﹤0.01%
130
+11
2306
$4.55K ﹤0.01%
854
+707
2307
$4.55K ﹤0.01%
180
+94
2308
$4.53K ﹤0.01%
176
+65
2309
$4.52K ﹤0.01%
120
-45
2310
$4.49K ﹤0.01%
276
-164
2311
$4.48K ﹤0.01%
714
+416
2312
$4.47K ﹤0.01%
114
+28
2313
$4.47K ﹤0.01%
+291
2314
$4.46K ﹤0.01%
197
+115
2315
$4.42K ﹤0.01%
+91
2316
$4.42K ﹤0.01%
198
+127
2317
$4.41K ﹤0.01%
897
-1,995
2318
$4.41K ﹤0.01%
241
+13
2319
$4.41K ﹤0.01%
494
+192
2320
$4.4K ﹤0.01%
10
+3
2321
$4.38K ﹤0.01%
105
-2
2322
$4.38K ﹤0.01%
16
+1
2323
$4.37K ﹤0.01%
126
+56
2324
$4.36K ﹤0.01%
189
+49
2325
$4.35K ﹤0.01%
105
+70
91 92
93
94 95