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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$434M
2
+$11.5M
3
+$11.4M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
C icon
Citigroup
C
+$9.01M

Top Sells

1
+$441M
2
+$21.4M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
FAF icon
First American
FAF
+$8.33M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
+25
877
$1K ﹤0.01%
18
-13
878
$1K ﹤0.01%
22
-37
879
$1K ﹤0.01%
19
880
$1K ﹤0.01%
18
881
$1K ﹤0.01%
26
882
$1K ﹤0.01%
+27
883
$1K ﹤0.01%
981
884
$1K ﹤0.01%
120
885
$1K ﹤0.01%
7
886
$1K ﹤0.01%
8
-6
887
$1K ﹤0.01%
32
888
$1K ﹤0.01%
13
-3
889
$1K ﹤0.01%
50
890
$1K ﹤0.01%
21
891
$1K ﹤0.01%
21
892
$1K ﹤0.01%
50
893
$1K ﹤0.01%
10
-6
894
$1K ﹤0.01%
48
895
$1K ﹤0.01%
+42
896
$1K ﹤0.01%
18
897
$1K ﹤0.01%
8
898
$1K ﹤0.01%
15
899
$1K ﹤0.01%
+23
900
$1K ﹤0.01%
10
34 35
36
37 38