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
$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
801
$3K ﹤0.01%
86
802
$3K ﹤0.01%
42
803
$3K ﹤0.01%
60
-40
804
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+28
805
$3K ﹤0.01%
355
806
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5
807
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808
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76
-380
809
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+83
810
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20
811
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176
812
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813
$3K ﹤0.01%
42
814
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40
815
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55
816
$3K ﹤0.01%
154
817
$2K ﹤0.01%
100
818
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819
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180
820
$2K ﹤0.01%
109
821
$2K ﹤0.01%
+51
822
$2K ﹤0.01%
55
823
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26
824
$2K ﹤0.01%
30
825
$2K ﹤0.01%
7
31 32
33
34 35