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
$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
601
$13K ﹤0.01%
127
+75
602
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450
-1
603
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+107
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605
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153
606
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335
607
$13K ﹤0.01%
1,432
608
$13K ﹤0.01%
837
+20
609
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144
+139
610
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110
611
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312
+1
612
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175
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613
$13K ﹤0.01%
680
614
$13K ﹤0.01%
353
615
$13K ﹤0.01%
+174
616
$13K ﹤0.01%
4,500
+2,000
617
$13K ﹤0.01%
828
618
$13K ﹤0.01%
169
619
$13K ﹤0.01%
195
620
$12K ﹤0.01%
7,600
+7,500
621
$12K ﹤0.01%
138
+4
622
$12K ﹤0.01%
+294
623
$12K ﹤0.01%
221
+4
624
$12K ﹤0.01%
500
625
$12K ﹤0.01%
220