GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 3.51%
2 Communication Services 3.17%
3 Industrials 3.03%
4 Consumer Staples 2.92%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
428
-820
302
$8K ﹤0.01%
+208
303
$8K ﹤0.01%
+50
304
$8K ﹤0.01%
230
+163
305
$8K ﹤0.01%
200
306
$8K ﹤0.01%
540
+275
307
$8K ﹤0.01%
+122
308
$7K ﹤0.01%
110
309
$7K ﹤0.01%
+350
310
$7K ﹤0.01%
198
311
$7K ﹤0.01%
203
312
$7K ﹤0.01%
+17
313
$7K ﹤0.01%
293
314
$7K ﹤0.01%
25
315
$7K ﹤0.01%
122
-198
316
$7K ﹤0.01%
200
317
$7K ﹤0.01%
100
318
$7K ﹤0.01%
109
+45
319
$7K ﹤0.01%
+181
320
$7K ﹤0.01%
83
321
$7K ﹤0.01%
+571
322
$7K ﹤0.01%
452
323
$6K ﹤0.01%
225
324
$6K ﹤0.01%
96
325
$6K ﹤0.01%
+200