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
2351
$3.86K ﹤0.01%
1,305
+688
2352
$3.86K ﹤0.01%
+662
2353
$3.84K ﹤0.01%
362
+323
2354
$3.83K ﹤0.01%
256
-16
2355
$3.83K ﹤0.01%
182
-68
2356
$3.82K ﹤0.01%
592
+522
2357
$3.81K ﹤0.01%
261
+91
2358
$3.81K ﹤0.01%
140
+8
2359
$3.7K ﹤0.01%
204
+106
2360
$3.69K ﹤0.01%
304
-245
2361
$3.69K ﹤0.01%
940
+426
2362
$3.66K ﹤0.01%
54
+46
2363
$3.64K ﹤0.01%
+88
2364
$3.64K ﹤0.01%
122
+44
2365
$3.63K ﹤0.01%
417
+291
2366
$3.61K ﹤0.01%
27
-14
2367
$3.61K ﹤0.01%
380
-31
2368
$3.6K ﹤0.01%
632
+112
2369
$3.59K ﹤0.01%
116
-9
2370
$3.58K ﹤0.01%
59
-8
2371
$3.56K ﹤0.01%
125
+31
2372
$3.54K ﹤0.01%
798
-1,394
2373
$3.54K ﹤0.01%
1,520
-386
2374
$3.54K ﹤0.01%
431
+247
2375
$3.52K ﹤0.01%
97
+52
93 94
95
96 97