GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.34M
3
+$3.17M
4
ETN icon
Eaton
ETN
+$3.15M
5
KMB icon
Kimberly-Clark
KMB
+$3.13M

Top Sells

1
+$4.27M
2
+$3.07M
3
+$2.93M
4
LUMN icon
Lumen
LUMN
+$2.89M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.86M

Sector Composition

1 Industrials 3.94%
2 Utilities 3.85%
3 Real Estate 3.55%
4 Technology 3.5%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
+190
377
$8K ﹤0.01%
424
378
$8K ﹤0.01%
200
379
$8K ﹤0.01%
+108
380
$8K ﹤0.01%
132
381
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80
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382
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200
383
$8K ﹤0.01%
452
384
$7K ﹤0.01%
300
385
$7K ﹤0.01%
+773
386
$7K ﹤0.01%
905
-905
387
$7K ﹤0.01%
+192
388
$7K ﹤0.01%
208
389
$7K ﹤0.01%
337
390
$7K ﹤0.01%
326
+126
391
$7K ﹤0.01%
317
392
$7K ﹤0.01%
+169
393
$7K ﹤0.01%
146
394
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293
395
$7K ﹤0.01%
263
396
$7K ﹤0.01%
155
397
$7K ﹤0.01%
1,000
398
$7K ﹤0.01%
100
399
$7K ﹤0.01%
342
400
$7K ﹤0.01%
+186
14 15
16
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