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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$41.2M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$24.9M
5
SAIC icon
Saic
SAIC
+$13.4M

Top Sells

1
+$43M
2
+$42.9M
3
+$23.8M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$15.5M
5
LOW icon
Lowe's Companies
LOW
+$12.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
251
902
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+94
903
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150
904
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39
905
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63
906
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907
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+50
908
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51
909
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322
910
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44
911
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+168
912
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332
+132
913
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914
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11
915
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68
+14
916
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+114
917
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920
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+15
921
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180
922
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68
+5
923
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54
+1
924
$3K ﹤0.01%
121
925
$3K ﹤0.01%
348
35 36
37
38 39