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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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$26.1K
2
+$615

Top Sells

1
+$3.7M
2
+$3.49M
3
+$1.7M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$798K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$572K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
184
777
$6K ﹤0.01%
232
778
$6K ﹤0.01%
178
779
$6K ﹤0.01%
30
780
$6K ﹤0.01%
22
781
$6K ﹤0.01%
102
782
$6K ﹤0.01%
233
783
$6K ﹤0.01%
193
784
$6K ﹤0.01%
236
785
$6K ﹤0.01%
891
-407
786
$6K ﹤0.01%
119
787
$6K ﹤0.01%
39
788
$6K ﹤0.01%
530
789
$6K ﹤0.01%
217
790
$6K ﹤0.01%
500
791
$6K ﹤0.01%
243
792
$6K ﹤0.01%
50
793
$6K ﹤0.01%
186
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$6K ﹤0.01%
103
795
$6K ﹤0.01%
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796
$6K ﹤0.01%
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797
$5K ﹤0.01%
82
798
$5K ﹤0.01%
80
799
$5K ﹤0.01%
172
800
$5K ﹤0.01%
123
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