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
526
$17K ﹤0.01%
434
+11
527
$17K ﹤0.01%
240
528
$17K ﹤0.01%
147
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529
$17K ﹤0.01%
1,133
530
$17K ﹤0.01%
+1,070
531
$17K ﹤0.01%
200
532
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719
533
$17K ﹤0.01%
3,200
534
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551
535
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+192
536
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262
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537
$17K ﹤0.01%
200
538
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319
539
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540
$17K ﹤0.01%
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$16K ﹤0.01%
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542
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547
$16K ﹤0.01%
915
548
$16K ﹤0.01%
1,610
549
$16K ﹤0.01%
663
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550
$16K ﹤0.01%
359
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