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
1126
– –
-277
1127
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-31
1128
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-11
1129
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0
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$0 ﹤0.01%
8
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+8
1132
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0
1133
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1134
$0 ﹤0.01%
16
1135
– –
-103,414
1136
$0 ﹤0.01%
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1137
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12
1139
$0 ﹤0.01%
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1142
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1143
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1144
$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
+175
1147
$0 ﹤0.01%
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1148
– –
-150
1149
$0 ﹤0.01%
+1
1150
$0 ﹤0.01%
+3
44 45
46
47 48