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
$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
926
$4K ﹤0.01%
121
927
$4K ﹤0.01%
+80
928
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96
929
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225
930
$3K ﹤0.01%
200
931
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85
+41
932
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+145
933
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886
934
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32
935
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111
936
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9
937
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22
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938
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7
939
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19
+9
940
$3K ﹤0.01%
188
941
$3K ﹤0.01%
40
942
$3K ﹤0.01%
38
943
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944
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945
$3K ﹤0.01%
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946
$3K ﹤0.01%
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947
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15
948
$3K ﹤0.01%
21
+17
949
$3K ﹤0.01%
36
-171
950
$3K ﹤0.01%
300
36 37
38
39 40