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
$2.04B
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
1051
$1K ﹤0.01%
+5
1052
$1K ﹤0.01%
11
+1
1053
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44
1054
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1055
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39
-836
1057
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30
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42
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31
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1061
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1063
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+5
1064
$1K ﹤0.01%
22
-61
1065
$1K ﹤0.01%
+400
1066
$1K ﹤0.01%
+115
1067
$1K ﹤0.01%
+9
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$1K ﹤0.01%
+57
1069
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222
1070
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28
1071
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29
1072
$1K ﹤0.01%
59
1073
$1K ﹤0.01%
30
1074
$1K ﹤0.01%
27
1075
$1K ﹤0.01%
+24
41 42
43
44 45