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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
1101
$1K ﹤0.01%
30
1102
$1K ﹤0.01%
42
-91
1103
$1K ﹤0.01%
59
1104
$1K ﹤0.01%
40
1105
$1K ﹤0.01%
75
1106
$1K ﹤0.01%
5
1107
$1K ﹤0.01%
14
1108
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15
1109
$1K ﹤0.01%
268
1110
$1K ﹤0.01%
281
1111
$1K ﹤0.01%
500
1112
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1113
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491
1114
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59
1115
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37
1116
$1K ﹤0.01%
38
1117
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109
1118
$1K ﹤0.01%
800
1119
$1K ﹤0.01%
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1120
$1K ﹤0.01%
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1121
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250
1122
– –
0
1123
$0 ﹤0.01%
10
1124
$0 ﹤0.01%
1
1125
$0 ﹤0.01%
15
43 44
45
46 47