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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.01%
10,809
-2,555
227
$218K 0.01%
2,357
+1,283
228
$216K 0.01%
+15,803
229
$204K 0.01%
3,895
+2,576
230
$203K 0.01%
5,180
-30
231
$199K 0.01%
1,169
+1,151
232
$196K 0.01%
4,978
+3,978
233
$196K 0.01%
3,790
-1,264
234
$184K 0.01%
2,659
+228
235
$176K 0.01%
6,162
+615
236
$169K 0.01%
+5,172
237
$168K 0.01%
3,813
+3,763
238
$165K 0.01%
991
+984
239
$164K 0.01%
7,302
240
$163K 0.01%
5,798
+73
241
$163K 0.01%
10,048
242
$162K 0.01%
1,596
+334
243
$157K 0.01%
6,287
-251
244
$155K 0.01%
8,555
-220
245
$153K 0.01%
4,806
246
$152K 0.01%
726
247
$151K 0.01%
1,200
248
$151K 0.01%
3,575
-141
249
$150K 0.01%
4,107
-112
250
$146K 0.01%
+3,427
8 9
10
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