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
801
$8K ﹤0.01%
35
-2
802
$8K ﹤0.01%
83
803
$8K ﹤0.01%
227
+27
804
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253
+69
805
$8K ﹤0.01%
143
-50
806
– –
0
807
$8K ﹤0.01%
1,000
808
$8K ﹤0.01%
859
809
$8K ﹤0.01%
535
810
$8K ﹤0.01%
+100
811
$8K ﹤0.01%
156
812
$8K ﹤0.01%
75
813
$7K ﹤0.01%
34
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814
$7K ﹤0.01%
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815
$7K ﹤0.01%
290
816
$7K ﹤0.01%
181
817
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818
$7K ﹤0.01%
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819
$7K ﹤0.01%
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820
$7K ﹤0.01%
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821
$7K ﹤0.01%
243
822
$7K ﹤0.01%
87
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823
$7K ﹤0.01%
34
824
$7K ﹤0.01%
14
+12
825
$7K ﹤0.01%
228
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31 32
33
34 35