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
$3.42B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$19.6M
3
+$11.8M
4
DRI icon
Darden Restaurants
DRI
+$11.7M
5
SYY icon
Sysco
SYY
+$11.6M

Top Sells

1
+$13.6M
2
+$12.5M
3
+$11.2M
4
LPX icon
Louisiana-Pacific
LPX
+$10.4M
5
AMED
Amedisys
AMED
+$8.83M

Sector Composition

1 Technology 7.33%
2 Financials 6.74%
3 Healthcare 5%
4 Industrials 4.55%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$18K ﹤0.01%
120
652
$18K ﹤0.01%
178
-1,122
653
$18K ﹤0.01%
125
654
$18K ﹤0.01%
418
+150
655
$18K ﹤0.01%
320
+1
656
$18K ﹤0.01%
249
657
$18K ﹤0.01%
313
658
$17K ﹤0.01%
57
659
$17K ﹤0.01%
100
660
$17K ﹤0.01%
299
+53
661
$17K ﹤0.01%
20
-22
662
$17K ﹤0.01%
180
663
$17K ﹤0.01%
160
664
$17K ﹤0.01%
756
665
$17K ﹤0.01%
628
+7
666
$17K ﹤0.01%
715
667
$17K ﹤0.01%
605
668
$17K ﹤0.01%
323
+1
669
$17K ﹤0.01%
327
+82
670
$17K ﹤0.01%
88
671
$16K ﹤0.01%
194
672
$16K ﹤0.01%
900
673
$16K ﹤0.01%
261
674
$16K ﹤0.01%
318
+38
675
$16K ﹤0.01%
281
25 26
27
28 29