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
1076
$1K ﹤0.01%
98
1077
$1K ﹤0.01%
47
1078
$1K ﹤0.01%
+10
1079
$1K ﹤0.01%
+48
1080
$1K ﹤0.01%
+100
1081
$1K ﹤0.01%
+200
1082
$1K ﹤0.01%
+75
1083
$1K ﹤0.01%
+45
1084
$1K ﹤0.01%
+4
1085
$1K ﹤0.01%
268
1086
$1K ﹤0.01%
+1,000
1087
$1K ﹤0.01%
36
1088
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+1,000
1089
$1K ﹤0.01%
+109
1090
$1K ﹤0.01%
+1,000
1091
$1K ﹤0.01%
+263
1092
$1K ﹤0.01%
2
1093
$1K ﹤0.01%
250
1094
$1K ﹤0.01%
15
1095
$1K ﹤0.01%
50
1096
$0 ﹤0.01%
2
1097
– –
-29
1098
– –
-49
1099
– –
0
1100
– –
0
42 43
44
45 46