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
$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
701
$8K ﹤0.01%
253
-47
702
$8K ﹤0.01%
204
703
$8K ﹤0.01%
1,650
704
$8K ﹤0.01%
+108
705
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79
+17
706
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145
+107
707
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128
-85
708
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709
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+609
710
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177
711
$8K ﹤0.01%
100
-340
712
$8K ﹤0.01%
+109
713
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+900
714
$8K ﹤0.01%
417
715
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525
-200
716
$8K ﹤0.01%
53
-7,247
717
$8K ﹤0.01%
478
718
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+50
719
$8K ﹤0.01%
100
720
$8K ﹤0.01%
48
-30
721
$8K ﹤0.01%
+30
722
$8K ﹤0.01%
300
723
$8K ﹤0.01%
230
724
$8K ﹤0.01%
218
-220
725
$8K ﹤0.01%
227
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