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
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$10.9M
3
+$10.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$9.9M
5
COP icon
ConocoPhillips
COP
+$9.78M

Top Sells

1
+$19.3M
2
+$12.7M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.2M
5
EQIX icon
Equinix
EQIX
+$9.29M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$17K ﹤0.01%
500
552
$17K ﹤0.01%
236
553
$17K ﹤0.01%
2,700
554
$17K ﹤0.01%
120
555
$16K ﹤0.01%
+500
556
$16K ﹤0.01%
268
557
$16K ﹤0.01%
851
+22
558
$16K ﹤0.01%
334
559
$16K ﹤0.01%
550
560
$16K ﹤0.01%
108
561
$16K ﹤0.01%
1,234
562
$16K ﹤0.01%
193
563
$16K ﹤0.01%
750
564
$16K ﹤0.01%
400
565
$15K ﹤0.01%
742
566
$15K ﹤0.01%
188
-49
567
$15K ﹤0.01%
199
+7
568
$15K ﹤0.01%
70
+65
569
$15K ﹤0.01%
171
570
$15K ﹤0.01%
296
571
$15K ﹤0.01%
900
-569
572
$15K ﹤0.01%
548
+16
573
$15K ﹤0.01%
1,700
574
$15K ﹤0.01%
27
575
$15K ﹤0.01%
150
21 22
23
24 25