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
$607M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.31M
3
+$3.26M
4
ETN icon
Eaton
ETN
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.13M

Top Sells

1
+$4.36M
2
+$3.08M
3
+$3.06M
4
MSFT icon
Microsoft
MSFT
+$3.04M
5
LUMN icon
Lumen
LUMN
+$2.89M

Sector Composition

1 Industrials 3.94%
2 Utilities 3.85%
3 Real Estate 3.55%
4 Technology 3.5%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
200
352
$10K ﹤0.01%
190
353
$10K ﹤0.01%
200
354
$10K ﹤0.01%
300
-600
355
$10K ﹤0.01%
119
356
$10K ﹤0.01%
488
357
$10K ﹤0.01%
3,055
-171,346
358
$9K ﹤0.01%
250
359
$9K ﹤0.01%
+536
360
$9K ﹤0.01%
208
361
$9K ﹤0.01%
225
+200
362
$9K ﹤0.01%
210
363
$9K ﹤0.01%
200
364
$9K ﹤0.01%
+186
365
$9K ﹤0.01%
+400
366
$9K ﹤0.01%
56
367
$9K ﹤0.01%
+126
368
$9K ﹤0.01%
213
369
$9K ﹤0.01%
2,273
370
$9K ﹤0.01%
102
371
$9K ﹤0.01%
435
372
$8K ﹤0.01%
+73
373
$8K ﹤0.01%
308
374
$8K ﹤0.01%
190
375
$8K ﹤0.01%
103
-5
13 14
15
16 17