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
876
$3K ﹤0.01%
221
877
$3K ﹤0.01%
34
878
$3K ﹤0.01%
27
879
$3K ﹤0.01%
15
+14
880
$3K ﹤0.01%
103
+83
881
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50
882
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84
-103
883
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+80
884
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14
885
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123
886
$3K ﹤0.01%
296
887
$3K ﹤0.01%
159
888
$3K ﹤0.01%
+4
889
$3K ﹤0.01%
84
890
$3K ﹤0.01%
54
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891
$3K ﹤0.01%
+270
892
$3K ﹤0.01%
915
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50
894
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895
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
23
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898
$3K ﹤0.01%
252
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899
$3K ﹤0.01%
86
900
$3K ﹤0.01%
313
34 35
36
37 38