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
$1.95B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$19.8M
3
+$9.51M
4
WRK
WestRock Company
WRK
+$9.35M
5
CFG icon
Citizens Financial Group
CFG
+$9.32M

Top Sells

1
+$418M
2
+$15.1M
3
+$11M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
PFE icon
Pfizer
PFE
+$9.84M

Sector Composition

1 Financials 6.75%
2 Industrials 4.84%
3 Technology 4.21%
4 Healthcare 3.51%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53K ﹤0.01%
1,235
-124
352
$53K ﹤0.01%
1,070
353
$52K ﹤0.01%
829
354
$52K ﹤0.01%
493
+14
355
$52K ﹤0.01%
4,016
356
$52K ﹤0.01%
458
-225
357
$52K ﹤0.01%
+1,200
358
$51K ﹤0.01%
878
359
$51K ﹤0.01%
643
+21
360
$51K ﹤0.01%
2,461
-821
361
$51K ﹤0.01%
1,926
-1,196
362
$50K ﹤0.01%
3,080
363
$49K ﹤0.01%
4,910
364
$49K ﹤0.01%
566
365
$47K ﹤0.01%
3,649
366
$47K ﹤0.01%
463
+450
367
$47K ﹤0.01%
4,033
368
$47K ﹤0.01%
7,230
+5,000
369
$47K ﹤0.01%
17,856
370
$46K ﹤0.01%
2,028
+1,736
371
$46K ﹤0.01%
3,863
372
$46K ﹤0.01%
568
+63
373
$46K ﹤0.01%
508
+1
374
$45K ﹤0.01%
415
-81
375
$45K ﹤0.01%
600
13 14
15
16 17