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
951
$3K ﹤0.01%
42
-190
952
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28
953
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130
+1
954
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100
-50
955
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956
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80
957
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+132
958
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30
+8
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+11
960
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29
961
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9
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962
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36
963
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28
964
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131
965
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+110
966
$3K ﹤0.01%
42
967
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120
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968
$3K ﹤0.01%
53
-1,341
969
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+64
970
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200
971
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192
-676
972
$3K ﹤0.01%
21
973
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125
974
$3K ﹤0.01%
28
975
$3K ﹤0.01%
34
-16
37 38
39
40 41