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
651
$11K ﹤0.01%
+2,000
652
$11K ﹤0.01%
110
+10
653
$11K ﹤0.01%
192
-71
654
$11K ﹤0.01%
100
655
$11K ﹤0.01%
105
656
$11K ﹤0.01%
481
-41
657
$10K ﹤0.01%
18
658
$10K ﹤0.01%
+600
659
$10K ﹤0.01%
215
-309
660
$10K ﹤0.01%
200
661
$10K ﹤0.01%
62
+4
662
$10K ﹤0.01%
761
663
$10K ﹤0.01%
130
664
$10K ﹤0.01%
266
665
$10K ﹤0.01%
110
666
$10K ﹤0.01%
350
+150
667
$10K ﹤0.01%
1,351
668
$10K ﹤0.01%
177
669
$10K ﹤0.01%
266
+169
670
$10K ﹤0.01%
700
671
$10K ﹤0.01%
170
672
$10K ﹤0.01%
630
-120
673
$10K ﹤0.01%
170
674
$10K ﹤0.01%
284
+11
675
$10K ﹤0.01%
142
-806
25 26
27
28 29