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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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$26.1K
2
+$615

Top Sells

1
+$3.7M
2
+$3.49M
3
+$1.7M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$798K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$572K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
12
1027
$1K ﹤0.01%
29
1028
$1K ﹤0.01%
47
1029
$1K ﹤0.01%
48
1030
$1K ﹤0.01%
4
1031
$1K ﹤0.01%
10
1032
$1K ﹤0.01%
80
1033
$1K ﹤0.01%
48
1034
$1K ﹤0.01%
32
1035
$1K ﹤0.01%
15
1036
$1K ﹤0.01%
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1037
$1K ﹤0.01%
1
1038
$1K ﹤0.01%
67
1039
$1K ﹤0.01%
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1040
$1K ﹤0.01%
87
1041
$1K ﹤0.01%
27
1042
$1K ﹤0.01%
43
1043
$1K ﹤0.01%
4
1044
$1K ﹤0.01%
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1045
$1K ﹤0.01%
100
1046
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11
-11
1047
$1K ﹤0.01%
5
1048
$1K ﹤0.01%
128
1049
$1K ﹤0.01%
157
1050
$1K ﹤0.01%
44
40 41
42
43 44