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
$266M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.65%
2 Real Estate 2.91%
3 Consumer Staples 2.73%
4 Communication Services 2.62%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
+32
427
$1K ﹤0.01%
+20
428
$1K ﹤0.01%
+9
429
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+14
430
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+24
431
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+16
432
$1K ﹤0.01%
+34
433
$1K ﹤0.01%
+31
434
$1K ﹤0.01%
+10
435
$1K ﹤0.01%
+87
436
$1K ﹤0.01%
+16
437
$1K ﹤0.01%
+36
438
$1K ﹤0.01%
+35
439
$1K ﹤0.01%
+11
440
$1K ﹤0.01%
+13
441
$1K ﹤0.01%
+12
442
$1K ﹤0.01%
+18
443
$1K ﹤0.01%
+239
444
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+15
445
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+21
446
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+22
447
$1K ﹤0.01%
+16
448
$1K ﹤0.01%
+13
449
$1K ﹤0.01%
+10
450
$1K ﹤0.01%
+21