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
376
$8K ﹤0.01%
+190
377
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424
378
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200
379
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+108
380
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132
381
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80
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452
384
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385
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+773
386
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905
-905
387
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+192
388
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208
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337
390
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326
+126
391
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317
392
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+169
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395
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396
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155
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1,000
398
$7K ﹤0.01%
100
399
$7K ﹤0.01%
342
400
$7K ﹤0.01%
+186