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
$3.42B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$19.6M
3
+$11.8M
4
DRI icon
Darden Restaurants
DRI
+$11.7M
5
SYY icon
Sysco
SYY
+$11.6M

Top Sells

1
+$13.6M
2
+$12.5M
3
+$11.2M
4
LPX icon
Louisiana-Pacific
LPX
+$10.4M
5
AMED
Amedisys
AMED
+$8.83M

Sector Composition

1 Technology 7.33%
2 Financials 6.74%
3 Healthcare 5%
4 Industrials 4.55%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
+35
777
$9K ﹤0.01%
194
+1
778
$9K ﹤0.01%
95
-13
779
$9K ﹤0.01%
146
780
$9K ﹤0.01%
+295
781
$9K ﹤0.01%
700
782
$9K ﹤0.01%
+138
783
$9K ﹤0.01%
424
784
$9K ﹤0.01%
200
785
$9K ﹤0.01%
340
786
$9K ﹤0.01%
2,038
+1,781
787
$9K ﹤0.01%
59
788
$9K ﹤0.01%
400
789
$9K ﹤0.01%
140
790
$9K ﹤0.01%
402
-121
791
$9K ﹤0.01%
1,351
792
$8K ﹤0.01%
232
793
$8K ﹤0.01%
2,500
794
$8K ﹤0.01%
+88
795
$8K ﹤0.01%
147
-12,119
796
$8K ﹤0.01%
915
797
$8K ﹤0.01%
478
798
$8K ﹤0.01%
104
799
$8K ﹤0.01%
134
800
$8K ﹤0.01%
400
30 31
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