GI
Gradient Investments Portfolio holdings
AUM
$6.3B
1-Year Est. Return
17.19%
This Fund
S&P 500
1 Year Est. Return
+17.19%
AUM
$1.95B
AUM Growth
+$77.4M
(+4.1%)
Holding
1,127
Top Buys
| 1 | +$400M | |
| 2 | +$19.8M | |
| 3 | +$9.51M | |
| 4 |
WRK
WestRock Company
WRK
|
+$9.35M |
| 5 |
Citizens Financial Group
CFG
|
+$9.32M |
Top Sells
| 1 | +$418M | |
| 2 | +$15.1M | |
| 3 | +$11M | |
| 4 |
Lowe's Companies
LOW
|
+$10.4M |
| 5 |
Pfizer
PFE
|
+$9.84M |
Sector Composition
| 1 | Financials | 6.75% |
| 2 | Industrials | 4.84% |
| 3 | Technology | 4.21% |
| 4 | Healthcare | 3.51% |
| 5 | Consumer Discretionary | 3.46% |