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
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$10.9M
3
+$10.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$9.9M
5
COP icon
ConocoPhillips
COP
+$9.78M

Top Sells

1
+$19.3M
2
+$12.7M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.2M
5
EQIX icon
Equinix
EQIX
+$9.29M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
+12
1027
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21
+20
1028
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24
1029
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1030
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1031
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11
+1
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42
1033
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31
-211
1034
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7
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1035
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1036
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22
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1038
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+400
1039
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+115
1040
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+9
1041
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+57
1042
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1043
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1044
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1045
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1046
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27
1047
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+24
1048
$1K ﹤0.01%
13
-136
1049
$1K ﹤0.01%
+3
1050
$1K ﹤0.01%
43
-2,043
40 41
42
43 44