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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$41.2M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$24.9M
5
SAIC icon
Saic
SAIC
+$13.4M

Top Sells

1
+$43M
2
+$42.9M
3
+$23.8M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$15.5M
5
LOW icon
Lowe's Companies
LOW
+$12.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$7K ﹤0.01%
1,000
777
$7K ﹤0.01%
300
778
$7K ﹤0.01%
859
779
$7K ﹤0.01%
2,500
780
$7K ﹤0.01%
148
+12
781
$6K ﹤0.01%
+243
782
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+30
783
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784
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102
785
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217
786
$6K ﹤0.01%
500
787
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53
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788
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134
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789
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795
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799
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800
$6K ﹤0.01%
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