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
$3.42B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$19.6M
3
+$11.8M
4
DRI icon
Darden Restaurants
DRI
+$11.7M
5
SYY icon
Sysco
SYY
+$11.6M

Top Sells

1
+$13.6M
2
+$12.5M
3
+$11.2M
4
LPX icon
Louisiana-Pacific
LPX
+$10.4M
5
AMED
Amedisys
AMED
+$8.83M

Sector Composition

1 Technology 7.33%
2 Financials 6.74%
3 Healthcare 5%
4 Industrials 4.55%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1K ﹤0.01%
+64
1102
$1K ﹤0.01%
30
1103
$1K ﹤0.01%
11
-141
1104
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30
1105
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2
1106
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5
1107
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5
1108
$1K ﹤0.01%
64
1109
$1K ﹤0.01%
+14
1110
$1K ﹤0.01%
+8
1111
$1K ﹤0.01%
75
1112
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50
1113
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40
1114
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27
1115
$1K ﹤0.01%
800
1116
$1K ﹤0.01%
75
-149
1117
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+30
1118
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1119
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11
1120
$1K ﹤0.01%
150
-1,050
1121
$1K ﹤0.01%
20
1122
$1K ﹤0.01%
20
1123
$1K ﹤0.01%
58
1124
$1K ﹤0.01%
+17
1125
$1K ﹤0.01%
10
43 44
45
46 47