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
$705M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Sells

1 +$44.7M
2 +$15.6M
3 +$4.24M
4
UBSI icon
United Bankshares
UBSI
+$4.03M
5
ED icon
Consolidated Edison
ED
+$3.85M

Sector Composition

1 Technology 5.02%
2 Industrials 3.3%
3 Real Estate 2.83%
4 Healthcare 2.46%
5 Utilities 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$7K ﹤0.01%
210
+2
427
$7K ﹤0.01%
+217
428
$6K ﹤0.01%
161
429
$6K ﹤0.01%
+250
430
$6K ﹤0.01%
208
431
$6K ﹤0.01%
337
432
$6K ﹤0.01%
242
433
$6K ﹤0.01%
+224
434
$6K ﹤0.01%
147
+1
435
$6K ﹤0.01%
155
436
$6K ﹤0.01%
213
437
$6K ﹤0.01%
100
438
$6K ﹤0.01%
110
439
$6K ﹤0.01%
126
+1
440
$6K ﹤0.01%
200
441
$6K ﹤0.01%
200
442
$6K ﹤0.01%
150
443
$6K ﹤0.01%
104
444
$6K ﹤0.01%
+117
445
$5K ﹤0.01%
243
446
$5K ﹤0.01%
131
447
$5K ﹤0.01%
140
448
$5K ﹤0.01%
875
-27,252
449
$5K ﹤0.01%
215
450
$5K ﹤0.01%
152