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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
$1.86B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,333
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$20.8M
3
+$14M
4
WM icon
Waste Management
WM
+$11.5M
5
SLB icon
SLB Ltd
SLB
+$10.7M

Top Sells

1
+$37.7M
2
+$30.9M
3
+$29.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.3M
5
MBB icon
iShares MBS ETF
MBB
+$15.7M

Sector Composition

1 Healthcare 6.64%
2 Technology 5.73%
3 Financials 5.61%
4 Consumer Discretionary 4.44%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
220
977
$1K ﹤0.01%
23
-32,378
978
$1K ﹤0.01%
100
979
$1K ﹤0.01%
55
980
$1K ﹤0.01%
97
+70
981
$1K ﹤0.01%
+43
982
$1K ﹤0.01%
+14
983
$1K ﹤0.01%
12
984
$1K ﹤0.01%
42
+9
985
$1K ﹤0.01%
32
986
$1K ﹤0.01%
26
-3
987
$1K ﹤0.01%
48
988
$1K ﹤0.01%
76
989
$1K ﹤0.01%
87
990
$1K ﹤0.01%
+49
991
$1K ﹤0.01%
+195
992
$1K ﹤0.01%
19
-4
993
$1K ﹤0.01%
33
994
$1K ﹤0.01%
+26
995
$1K ﹤0.01%
22
996
$1K ﹤0.01%
+44
997
$1K ﹤0.01%
5
998
$1K ﹤0.01%
220
999
$1K ﹤0.01%
30
1000
$1K ﹤0.01%
24
38 39
40
41 42