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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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$26.1K
2
+$615

Top Sells

1
+$3.7M
2
+$3.49M
3
+$1.7M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$798K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$572K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
168
877
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878
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38
879
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94
880
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151
881
$3K ﹤0.01%
17
882
$3K ﹤0.01%
96
883
$3K ﹤0.01%
59
884
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33
885
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886
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887
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150
888
$3K ﹤0.01%
39
889
$3K ﹤0.01%
63
890
$3K ﹤0.01%
82
891
$3K ﹤0.01%
50
892
$3K ﹤0.01%
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893
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894
$3K ﹤0.01%
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895
$3K ﹤0.01%
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896
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897
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56
899
$3K ﹤0.01%
15
900
$3K ﹤0.01%
180
34 35
36
37 38