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
$553M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$6.1M
2 +$3.97M
3 +$3.16M
4
ISIL
Intersil Corp
ISIL
+$2.8M
5
CNP icon
CenterPoint Energy
CNP
+$2.78M

Top Sells

1 +$4.09M
2 +$4.08M
3 +$3.81M
4
BRSL
Brightstar Lottery PLC
BRSL
+$3.04M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.73M

Sector Composition

1 Technology 3.89%
2 Utilities 3.32%
3 Industrials 3.32%
4 Communication Services 3.27%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K ﹤0.01%
+160
352
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353
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119
354
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102
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230
356
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435
+100
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452
358
$7K ﹤0.01%
308
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360
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337
361
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750
362
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363
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1,000
365
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347
366
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+342
367
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200
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200
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370
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480
+9
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$6K ﹤0.01%
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372
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+100
373
$6K ﹤0.01%
63
374
$6K ﹤0.01%
100
375
$6K ﹤0.01%
110