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
901
$1K ﹤0.01%
9
902
$1K ﹤0.01%
17
903
$1K ﹤0.01%
10
-5
904
$1K ﹤0.01%
20
905
$1K ﹤0.01%
17
906
$1K ﹤0.01%
24
-235
907
$1K ﹤0.01%
5
908
$1K ﹤0.01%
13
909
$1K ﹤0.01%
15
910
$1K ﹤0.01%
+11
911
$1K ﹤0.01%
38
-9
912
$1K ﹤0.01%
+100
913
$1K ﹤0.01%
11
914
$1K ﹤0.01%
24
915
$1K ﹤0.01%
100
916
$1K ﹤0.01%
6
917
$1K ﹤0.01%
46
-10
918
$1K ﹤0.01%
24
919
$1K ﹤0.01%
4
920
$1K ﹤0.01%
33
-5
921
$1K ﹤0.01%
+9
922
$1K ﹤0.01%
70
-20
923
$1K ﹤0.01%
32
924
$1K ﹤0.01%
9
925
$1K ﹤0.01%
33
35 36
37
38 39