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
376
$45K ﹤0.01%
671
+171
377
$44K ﹤0.01%
807
+406
378
$44K ﹤0.01%
3,318
379
$43K ﹤0.01%
+225
380
$43K ﹤0.01%
537
-379
381
$43K ﹤0.01%
2,722
382
$43K ﹤0.01%
590
+150
383
$42K ﹤0.01%
947
384
$42K ﹤0.01%
1,764
385
$41K ﹤0.01%
810
+3
386
$41K ﹤0.01%
804
+278
387
$41K ﹤0.01%
120
388
$41K ﹤0.01%
153
-181
389
$41K ﹤0.01%
701
+17
390
$40K ﹤0.01%
82
-12
391
$40K ﹤0.01%
295
392
$39K ﹤0.01%
3,535
+27
393
$39K ﹤0.01%
536
394
$39K ﹤0.01%
+780
395
$39K ﹤0.01%
443
-198
396
$38K ﹤0.01%
653
397
$38K ﹤0.01%
2,466
398
$38K ﹤0.01%
3,094
399
$38K ﹤0.01%
361
+50
400
$38K ﹤0.01%
1,041
14 15
16
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