GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$4.25M
4
AAPL icon
Apple
AAPL
+$4.09M
5
TGT icon
Target
TGT
+$4.07M

Top Sells

1
+$12.8M
2
+$4.92M
3
+$4.53M
4
XEL icon
Xcel Energy
XEL
+$4.48M
5
DBI icon
Designer Brands
DBI
+$4.15M

Sector Composition

1 Financials 3.73%
2 Technology 3.66%
3 Real Estate 3.49%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80K 0.01%
818
+62
227
$78K 0.01%
953
+54
228
$76K 0.01%
683
+590
229
$76K 0.01%
2,488
-126
230
$74K 0.01%
3,003
+915
231
$68K 0.01%
1,134
232
$65K 0.01%
4,851
233
$65K 0.01%
2,338
-279
234
$64K 0.01%
4,016
235
$64K 0.01%
767
+8
236
$64K 0.01%
600
237
$63K 0.01%
241
+41
238
$62K 0.01%
1,545
-2
239
$57K 0.01%
1,924
-524
240
$57K 0.01%
+2,292
241
$57K 0.01%
7,875
242
$55K 0.01%
3,649
243
$55K 0.01%
1,070
244
$55K 0.01%
1,900
245
$54K 0.01%
701
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246
$52K 0.01%
400
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247
$51K 0.01%
3,790
+506
248
$50K 0.01%
1,179
+746
249
$50K 0.01%
3,082
250
$49K 0.01%
4,910
8 9
10
11 12