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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$434M
2
+$11.5M
3
+$11.4M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
C icon
Citigroup
C
+$9.01M

Top Sells

1
+$441M
2
+$21.4M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
FAF icon
First American
FAF
+$8.33M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
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1027
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1028
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1029
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1030
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-600
1031
$0 ﹤0.01%
10
1032
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1033
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1034
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1035
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1037
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-540
1038
$0 ﹤0.01%
10
1039
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10
1040
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4
1041
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1042
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1044
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+7
1045
$0 ﹤0.01%
10
1046
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1047
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-4
1048
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1049
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1050
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-24
40 41
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43 44