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
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$10.9M
3
+$10.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$9.9M
5
COP icon
ConocoPhillips
COP
+$9.78M

Top Sells

1
+$19.3M
2
+$12.7M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.2M
5
EQIX icon
Equinix
EQIX
+$9.29M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$55K ﹤0.01%
1,516
+16
377
$55K ﹤0.01%
1,746
-71
378
$54K ﹤0.01%
878
379
$54K ﹤0.01%
588
380
$53K ﹤0.01%
297
+240
381
$52K ﹤0.01%
4,033
382
$52K ﹤0.01%
233
+61
383
$52K ﹤0.01%
1,764
384
$52K ﹤0.01%
3,649
385
$52K ﹤0.01%
981
+646
386
$52K ﹤0.01%
3,318
387
$51K ﹤0.01%
2,199
-436
388
$51K ﹤0.01%
551
+186
389
$50K ﹤0.01%
1,282
-237,156
390
$50K ﹤0.01%
657
-393
391
$50K ﹤0.01%
554
+12
392
$50K ﹤0.01%
869
+15
393
$50K ﹤0.01%
475
394
$50K ﹤0.01%
550
-24
395
$49K ﹤0.01%
881
+28
396
$49K ﹤0.01%
132
-2
397
$48K ﹤0.01%
363
+29
398
$48K ﹤0.01%
+1,000
399
$48K ﹤0.01%
525
+28
400
$47K ﹤0.01%
1,665
+89
14 15
16
17 18