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
$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
876
$5K ﹤0.01%
133
877
$5K ﹤0.01%
1,570
878
$5K ﹤0.01%
146
879
$5K ﹤0.01%
+466
880
$5K ﹤0.01%
684
881
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224
882
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+120
883
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102
884
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20
885
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886
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22
-28
887
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180
888
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348
889
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50
890
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115
891
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270
892
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100
893
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894
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895
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130
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896
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94
897
$5K ﹤0.01%
435
898
$4K ﹤0.01%
43
-20
899
$4K ﹤0.01%
251
900
$4K ﹤0.01%
258
+1
34 35
36
37 38