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
376
$16K ﹤0.01%
+572
377
$16K ﹤0.01%
300
378
$16K ﹤0.01%
260
-79,967
379
$16K ﹤0.01%
+354
380
$16K ﹤0.01%
257
-4,838
381
$16K ﹤0.01%
982
382
$15K ﹤0.01%
225
-38
383
$15K ﹤0.01%
273
-7,793
384
$15K ﹤0.01%
555
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385
$15K ﹤0.01%
800
386
$15K ﹤0.01%
404
+2
387
$15K ﹤0.01%
250
-34
388
$15K ﹤0.01%
183
+17
389
$15K ﹤0.01%
140
390
$15K ﹤0.01%
275
-424
391
$15K ﹤0.01%
858
392
$15K ﹤0.01%
1,116
393
$15K ﹤0.01%
1,700
394
$14K ﹤0.01%
411
+250
395
$14K ﹤0.01%
342
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396
$14K ﹤0.01%
1,063
397
$14K ﹤0.01%
343
398
$14K ﹤0.01%
+1,500
399
$14K ﹤0.01%
+1,000
400
$14K ﹤0.01%
488
14 15
16
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