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
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$10.9M
3
+$10.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$9.9M
5
COP icon
ConocoPhillips
COP
+$9.78M

Top Sells

1
+$19.3M
2
+$12.7M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.2M
5
EQIX icon
Equinix
EQIX
+$9.29M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
+100
827
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+68
828
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+23
829
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+363
830
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108
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831
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243
832
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35
+30
833
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834
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106
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835
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836
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36
837
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+100
838
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155
839
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200
840
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162
+52
841
$4K ﹤0.01%
43
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842
$4K ﹤0.01%
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844
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200
845
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846
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70
-181
847
$4K ﹤0.01%
61
-18
848
$4K ﹤0.01%
375
849
$4K ﹤0.01%
1,000
850
$4K ﹤0.01%
+394
32 33
34
35 36