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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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$26.1K
2
+$615

Top Sells

1
+$3.7M
2
+$3.49M
3
+$1.7M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$798K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$572K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
80
952
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90
953
$2K ﹤0.01%
48
954
$2K ﹤0.01%
98
955
$2K ﹤0.01%
12
956
$2K ﹤0.01%
19
957
$2K ﹤0.01%
28
958
$2K ﹤0.01%
47
959
$2K ﹤0.01%
50
960
$2K ﹤0.01%
31
961
$2K ﹤0.01%
51
962
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5
963
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30
964
$2K ﹤0.01%
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965
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55
966
$2K ﹤0.01%
9
967
$2K ﹤0.01%
108
968
$2K ﹤0.01%
157
969
$2K ﹤0.01%
16
970
$2K ﹤0.01%
36
971
$2K ﹤0.01%
69
972
$2K ﹤0.01%
1,978
973
$2K ﹤0.01%
144
974
$2K ﹤0.01%
110
975
$2K ﹤0.01%
78
37 38
39
40 41