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
776
$4K ﹤0.01%
+50
777
$4K ﹤0.01%
200
-55
778
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200
779
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41
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780
$4K ﹤0.01%
375
781
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209
782
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219
783
$4K ﹤0.01%
21
784
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400
-100
785
$4K ﹤0.01%
254
786
$3K ﹤0.01%
83
787
$3K ﹤0.01%
32
788
$3K ﹤0.01%
11
+2
789
$3K ﹤0.01%
+350
790
$3K ﹤0.01%
75
791
$3K ﹤0.01%
364
792
$3K ﹤0.01%
127
793
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794
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795
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98
796
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61
797
$3K ﹤0.01%
146
-86
798
$3K ﹤0.01%
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799
$3K ﹤0.01%
120
-124
800
$3K ﹤0.01%
86
30 31
32
33 34