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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$434M
2
+$11.5M
3
+$11.4M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
C icon
Citigroup
C
+$9.01M

Top Sells

1
+$441M
2
+$21.4M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
FAF icon
First American
FAF
+$8.33M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
164
577
$12K ﹤0.01%
390
-15
578
$12K ﹤0.01%
627
-6,339
579
$12K ﹤0.01%
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60
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583
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584
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-11
585
$12K ﹤0.01%
955
+75
586
$12K ﹤0.01%
2,230
587
$12K ﹤0.01%
488
588
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325
-13
589
$11K ﹤0.01%
71
590
$11K ﹤0.01%
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591
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594
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597
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606
598
$11K ﹤0.01%
36
+10
599
$11K ﹤0.01%
300
-7
600
$11K ﹤0.01%
500
22 23
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