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
351
$20K ﹤0.01%
630
-11,989
352
$20K ﹤0.01%
600
353
$20K ﹤0.01%
915
354
$20K ﹤0.01%
205
+1
355
$20K ﹤0.01%
473
+201
356
$20K ﹤0.01%
+2,500
357
$19K ﹤0.01%
314
-60,032
358
$19K ﹤0.01%
536
359
$19K ﹤0.01%
1,860
+250
360
$18K ﹤0.01%
160
-100
361
$18K ﹤0.01%
+285
362
$18K ﹤0.01%
646
363
$18K ﹤0.01%
150
-52
364
$18K ﹤0.01%
260
-100
365
$18K ﹤0.01%
2,230
366
$18K ﹤0.01%
402
-7,587
367
$17K ﹤0.01%
+99
368
$17K ﹤0.01%
277
+10
369
$17K ﹤0.01%
1,300
370
$17K ﹤0.01%
807
371
$17K ﹤0.01%
316
372
$16K ﹤0.01%
860
373
$16K ﹤0.01%
410
-340
374
$16K ﹤0.01%
+1,500
375
$16K ﹤0.01%
530
-237
13 14
15
16 17