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
276
$35K ﹤0.01%
1,170
-39,528
277
$35K ﹤0.01%
+664
278
$35K ﹤0.01%
1,096
+237
279
$35K ﹤0.01%
750
-600
280
$35K ﹤0.01%
792
+189
281
$35K ﹤0.01%
417
+369
282
$34K ﹤0.01%
6,670
283
$33K ﹤0.01%
+434
284
$33K ﹤0.01%
1,030
-18,448
285
$33K ﹤0.01%
2,056
286
$32K ﹤0.01%
355
+19
287
$32K ﹤0.01%
+2,076
288
$32K ﹤0.01%
601
289
$32K ﹤0.01%
+380
290
$32K ﹤0.01%
2,446
291
$32K ﹤0.01%
948
-29,493
292
$32K ﹤0.01%
+751
293
$32K ﹤0.01%
1,707
+1,207
294
$32K ﹤0.01%
242
-6,543
295
$32K ﹤0.01%
373
296
$31K ﹤0.01%
+385
297
$31K ﹤0.01%
2,360
+325
298
$31K ﹤0.01%
1,970
299
$31K ﹤0.01%
1,414
-46
300
$31K ﹤0.01%
1,249
10 11
12
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