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
$1.95B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$19.8M
3
+$9.51M
4
WRK
WestRock Company
WRK
+$9.35M
5
CFG icon
Citizens Financial Group
CFG
+$9.32M

Top Sells

1
+$418M
2
+$15.1M
3
+$11M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
PFE icon
Pfizer
PFE
+$9.84M

Sector Composition

1 Financials 6.75%
2 Industrials 4.84%
3 Technology 4.21%
4 Healthcare 3.51%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1003
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1004
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1006
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1007
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1008
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1010
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1015
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1016
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1017
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-1,819
1018
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1020
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1021
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$0 ﹤0.01%
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$0 ﹤0.01%
1
39 40
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42 43