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
551
$15K ﹤0.01%
387
-297
552
$15K ﹤0.01%
171
553
$15K ﹤0.01%
1,038
554
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120
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555
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176
-50
556
$15K ﹤0.01%
300
557
$15K ﹤0.01%
348
558
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119
+19
559
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143
560
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348
-675
561
$15K ﹤0.01%
599
562
$15K ﹤0.01%
195
563
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+394
564
$15K ﹤0.01%
730
565
$15K ﹤0.01%
161
566
$14K ﹤0.01%
613
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567
$14K ﹤0.01%
261
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$14K ﹤0.01%
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569
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570
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73
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$14K ﹤0.01%
220
572
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1,234
573
$14K ﹤0.01%
402
574
$14K ﹤0.01%
133
575
$13K ﹤0.01%
266
+20
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23
24 25