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
$1.95B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$19.8M
3
+$9.51M
4
WRK
WestRock Company
WRK
+$9.35M
5
CFG icon
Citizens Financial Group
CFG
+$9.32M

Top Sells

1
+$418M
2
+$15.1M
3
+$11M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
PFE icon
Pfizer
PFE
+$9.84M

Sector Composition

1 Financials 6.75%
2 Industrials 4.84%
3 Technology 4.21%
4 Healthcare 3.51%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
+35
752
$5K ﹤0.01%
+29
753
$5K ﹤0.01%
+34
754
$5K ﹤0.01%
+67
755
$5K ﹤0.01%
+30
756
$5K ﹤0.01%
+34
757
$5K ﹤0.01%
325
758
$5K ﹤0.01%
+304
759
$5K ﹤0.01%
326
760
$4K ﹤0.01%
55
761
$4K ﹤0.01%
275
-1,000
762
$4K ﹤0.01%
+51
763
$4K ﹤0.01%
100
764
$4K ﹤0.01%
132
+14
765
$4K ﹤0.01%
82
-11,654
766
$4K ﹤0.01%
200
767
$4K ﹤0.01%
99
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768
$4K ﹤0.01%
164
769
$4K ﹤0.01%
1,014
770
$4K ﹤0.01%
+60
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$4K ﹤0.01%
+86
772
$4K ﹤0.01%
53
-450
773
$4K ﹤0.01%
+80
774
$4K ﹤0.01%
525
775
$4K ﹤0.01%
84
29 30
31
32 33