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
251
$133K 0.01%
3,699
252
$128K 0.01%
782
+28
253
$128K 0.01%
2,685
254
$126K 0.01%
2,668
-1,184
255
$126K 0.01%
894
-562
256
$123K 0.01%
2,775
257
$117K 0.01%
1,543
+446
258
$114K 0.01%
2,623
-1,300
259
$111K 0.01%
819
-6
260
$111K 0.01%
1,375
-700
261
$111K 0.01%
2,619
-1,290
262
$110K 0.01%
9,978
+10
263
$109K 0.01%
3,639
+487
264
$108K 0.01%
1,102
-924
265
$108K 0.01%
1,732
+10
266
$105K 0.01%
+778
267
$103K 0.01%
1,128
268
$102K 0.01%
2,610
-1,370
269
$100K 0.01%
282
+40
270
$95K 0.01%
2,255
271
$92K ﹤0.01%
1,562
-771
272
$92K ﹤0.01%
+780
273
$89K ﹤0.01%
800
274
$89K ﹤0.01%
2,018
+171
275
$89K ﹤0.01%
805
-17
9 10
11
12 13