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
$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
976
$3K ﹤0.01%
30
+8
977
$3K ﹤0.01%
114
+66
978
$3K ﹤0.01%
110
979
$2K ﹤0.01%
226
980
$2K ﹤0.01%
110
981
$2K ﹤0.01%
55
982
$2K ﹤0.01%
9
983
$2K ﹤0.01%
4
984
$2K ﹤0.01%
10
985
$2K ﹤0.01%
90
986
$2K ﹤0.01%
15
987
$2K ﹤0.01%
+40
988
$2K ﹤0.01%
100
989
$2K ﹤0.01%
+80
990
$2K ﹤0.01%
20
-109
991
$2K ﹤0.01%
178
992
$2K ﹤0.01%
20
993
$2K ﹤0.01%
10
994
$2K ﹤0.01%
+220
995
$2K ﹤0.01%
100
-100
996
$2K ﹤0.01%
39
997
$2K ﹤0.01%
139
998
$2K ﹤0.01%
1,000
999
$2K ﹤0.01%
100
+85
1000
$2K ﹤0.01%
275
38 39
40
41 42