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
901
$3K ﹤0.01%
+46
902
$3K ﹤0.01%
+100
903
$3K ﹤0.01%
38
904
$2K ﹤0.01%
101
+90
905
$2K ﹤0.01%
9
+3
906
$2K ﹤0.01%
13
907
$2K ﹤0.01%
+11
908
$2K ﹤0.01%
25
909
$2K ﹤0.01%
50
910
$2K ﹤0.01%
144
911
$2K ﹤0.01%
29
912
$2K ﹤0.01%
+51
913
$2K ﹤0.01%
69
914
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39
915
$2K ﹤0.01%
19
916
$2K ﹤0.01%
19
917
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228
918
$2K ﹤0.01%
491
919
$2K ﹤0.01%
+100
920
$2K ﹤0.01%
27
921
$2K ﹤0.01%
100
922
$2K ﹤0.01%
+65
923
$2K ﹤0.01%
50
924
$2K ﹤0.01%
43
925
$2K ﹤0.01%
39
35 36
37
38 39