GRADIENT INVESTMENTS Overview

Gradient Investments Llc is an investment advisor that manages 696.7 MM dollars in regulatory AUM and has 19 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 146% of the manager's regulatory AUM.

GRADIENT INVESTMENTS StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GRADIENT INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 20.08% ETF 1.54% -0.01% 0 9%
VCSH 5.57% ETF -1.24% -0.1% 1 3%
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FEATURED IN
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GRADIENT INVESTMENTS Founders and Key Employees

Name Title In Position Since
Charles E. Lucius Managing Member December-2006
Wayne R. Schmidt Chief Investment Officer October-2008
Nathan E. Lucius Chief Compliance Officer November-2009

GRADIENT INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company

GRADIENT INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis and cyclical analysis.

Fundamental analysis involves evaluating a stock using real data such as company revenues, earnings, return on equity, and profits margins to determine underlying value and potential growth. Technical analysis involves evaluating securities based on past prices and volume. Cyclical analysis involves analyzing the cycles of the market. The main sources of information include financial publications, corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, financial publications, research prepared by others, filings with the Securities and Exchange Commission, and company press releases.

GI utilizes investment research software in its investment analysis process and selection of securities. GI may also ...
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GRADIENT INVESTMENTS Portfolio Concentration

GRADIENT INVESTMENTS Location

4105 LEXINGTON AVENUE NORTH
SUITE 320
ARDEN HILLS, Minnesota
UNITED STATES, 55126

GRADIENT INVESTMENTS Contact Information

Phone Number: 888-824-3525
Fax Number: 651-925-0636
Website:

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