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
$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%
42
802
$3K ﹤0.01%
60
-40
803
$3K ﹤0.01%
+28
804
$3K ﹤0.01%
355
805
$3K ﹤0.01%
5
806
$3K ﹤0.01%
221
807
$3K ﹤0.01%
76
-380
808
$3K ﹤0.01%
+83
809
$3K ﹤0.01%
20
810
$3K ﹤0.01%
176
811
$3K ﹤0.01%
54
812
$3K ﹤0.01%
42
813
$3K ﹤0.01%
40
814
$3K ﹤0.01%
55
815
$3K ﹤0.01%
154
816
$3K ﹤0.01%
35
817
$2K ﹤0.01%
30
818
$2K ﹤0.01%
7
819
$2K ﹤0.01%
15
820
$2K ﹤0.01%
58
-56
821
$2K ﹤0.01%
23
822
$2K ﹤0.01%
+53
823
$2K ﹤0.01%
110
824
$2K ﹤0.01%
14
825
$2K ﹤0.01%
150
31 32
33
34 35