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
2301
$15.8K ﹤0.01%
2,188
+764
2302
$15.8K ﹤0.01%
767
+9
2303
$15.7K ﹤0.01%
892
-133
2304
$15.6K ﹤0.01%
500
2305
$15.6K ﹤0.01%
1,695
+1,271
2306
$15.6K ﹤0.01%
327
-97
2307
$15.5K ﹤0.01%
316
-14
2308
$15.5K ﹤0.01%
1,832
+223
2309
$15.5K ﹤0.01%
638
+79
2310
$15.5K ﹤0.01%
214
+5
2311
$15.4K ﹤0.01%
678
-8,508
2312
$15.4K ﹤0.01%
65
+5
2313
$15.4K ﹤0.01%
331
+6
2314
$15.3K ﹤0.01%
9,411
-634
2315
$15.3K ﹤0.01%
229
-76
2316
$15.3K ﹤0.01%
399
+42
2317
$15.3K ﹤0.01%
1,227
-13
2318
$15.3K ﹤0.01%
1,160
-117
2319
$15.2K ﹤0.01%
1,365
-335
2320
$15.2K ﹤0.01%
473
2321
$15.2K ﹤0.01%
246
2322
$15.1K ﹤0.01%
804
+227
2323
$15K ﹤0.01%
610
+93
2324
$15K ﹤0.01%
252
+183
2325
$14.9K ﹤0.01%
661
-50
91 92
93
94 95