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
676
$16K ﹤0.01%
+441
677
$16K ﹤0.01%
1,300
678
$16K ﹤0.01%
256
679
$15K ﹤0.01%
148
-177
680
$15K ﹤0.01%
3,588
681
$15K ﹤0.01%
941
682
$15K ﹤0.01%
114
683
$15K ﹤0.01%
331
-179
684
$15K ﹤0.01%
1,015
685
$15K ﹤0.01%
151
-69
686
$15K ﹤0.01%
1,700
687
$15K ﹤0.01%
90
688
$15K ﹤0.01%
575
-385
689
$15K ﹤0.01%
+429
690
$15K ﹤0.01%
91
+55
691
$15K ﹤0.01%
200
692
$15K ﹤0.01%
179
+32
693
$15K ﹤0.01%
193
694
$14K ﹤0.01%
194
695
$14K ﹤0.01%
660
696
$14K ﹤0.01%
92
697
$14K ﹤0.01%
250
698
$14K ﹤0.01%
100
699
$14K ﹤0.01%
75
+34
700
$14K ﹤0.01%
30
26 27
28
29 30