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
$1.43B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$22M
3
+$15.8M
4
FL
Foot Locker
FL
+$8.74M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.61M

Top Sells

1
+$263M
2
+$19.6M
3
+$13.5M
4
LLY icon
Eli Lilly
LLY
+$6.87M
5
PBI icon
Pitney Bowes
PBI
+$6.74M

Sector Composition

1 Consumer Discretionary 4.2%
2 Healthcare 4.04%
3 Energy 3.89%
4 Financials 3.51%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
503
-22,970
477
$10K ﹤0.01%
165
478
$10K ﹤0.01%
1,780
479
$10K ﹤0.01%
105
480
$10K ﹤0.01%
240
481
$10K ﹤0.01%
200
482
$10K ﹤0.01%
360
483
$10K ﹤0.01%
268
484
$10K ﹤0.01%
+858
485
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189
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486
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515
487
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488
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239
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489
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419
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490
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146
491
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492
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497
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498
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500
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18 19
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