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
$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
776
$6K ﹤0.01%
+392
777
$6K ﹤0.01%
58
+1
778
$6K ﹤0.01%
52
779
$6K ﹤0.01%
253
-68
780
$6K ﹤0.01%
+115
781
$6K ﹤0.01%
80
782
$5K ﹤0.01%
321
783
$5K ﹤0.01%
300
784
$5K ﹤0.01%
21
+9
785
$5K ﹤0.01%
276
786
$5K ﹤0.01%
+36
787
$5K ﹤0.01%
58
+17
788
$5K ﹤0.01%
80
789
$5K ﹤0.01%
327
790
$5K ﹤0.01%
+116
791
$5K ﹤0.01%
97
-184
792
$5K ﹤0.01%
100
793
$5K ﹤0.01%
92
794
$5K ﹤0.01%
201
-999
795
$5K ﹤0.01%
684
796
$5K ﹤0.01%
171
797
$5K ﹤0.01%
96
+24
798
$5K ﹤0.01%
143
799
$5K ﹤0.01%
+1,000
800
$5K ﹤0.01%
21
+7
30 31
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33 34