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
951
$2K ﹤0.01%
22
952
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25
953
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21
954
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10
955
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49
-239
956
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30
957
$2K ﹤0.01%
110
-518
958
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+148
959
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15
960
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20
961
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524
-211
962
$1K ﹤0.01%
+5
963
$1K ﹤0.01%
+25
964
$1K ﹤0.01%
+4
965
$1K ﹤0.01%
+6
966
$1K ﹤0.01%
800
967
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44
968
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24
969
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+24
970
$1K ﹤0.01%
39
-836
971
$1K ﹤0.01%
30
-26
972
$1K ﹤0.01%
+18
973
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31
974
$1K ﹤0.01%
+124
975
$1K ﹤0.01%
+40
37 38
39
40 41