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
$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
826
$7K ﹤0.01%
243
827
$7K ﹤0.01%
87
-69,920
828
$7K ﹤0.01%
34
829
$7K ﹤0.01%
14
+12
830
$7K ﹤0.01%
61
831
$7K ﹤0.01%
235
+5
832
$7K ﹤0.01%
50
-41
833
$7K ﹤0.01%
119
834
$7K ﹤0.01%
304
835
$7K ﹤0.01%
+81
836
$6K ﹤0.01%
80
837
$6K ﹤0.01%
10
838
$6K ﹤0.01%
26
-33,641
839
$6K ﹤0.01%
102
-58
840
$6K ﹤0.01%
95
+30
841
$6K ﹤0.01%
340
842
$6K ﹤0.01%
127
-31
843
$6K ﹤0.01%
38
844
$6K ﹤0.01%
492
845
$6K ﹤0.01%
99
846
$6K ﹤0.01%
50
847
$6K ﹤0.01%
+24
848
$6K ﹤0.01%
81
-86
849
$6K ﹤0.01%
266
850
$6K ﹤0.01%
89
32 33
34
35 36