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
$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%
375
827
$4K ﹤0.01%
+100
828
$4K ﹤0.01%
+23
829
$4K ﹤0.01%
+363
830
$4K ﹤0.01%
1,000
831
$4K ﹤0.01%
+394
832
$4K ﹤0.01%
100
833
$4K ﹤0.01%
59
-13
834
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38
+6
835
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86
+60
836
$4K ﹤0.01%
+83
837
$4K ﹤0.01%
50
838
$4K ﹤0.01%
+1,317
839
$4K ﹤0.01%
+68
840
$4K ﹤0.01%
108
-38
841
$4K ﹤0.01%
243
842
$4K ﹤0.01%
35
+30
843
$4K ﹤0.01%
+251
844
$4K ﹤0.01%
106
-19
845
$4K ﹤0.01%
+100
846
$4K ﹤0.01%
155
847
$4K ﹤0.01%
215
848
$4K ﹤0.01%
36
849
$4K ﹤0.01%
200
850
$4K ﹤0.01%
200
32 33
34
35 36