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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38K ﹤0.01%
3,508
-26
377
$38K ﹤0.01%
684
+16
378
$38K ﹤0.01%
+423
379
$37K ﹤0.01%
527
-18
380
$37K ﹤0.01%
536
381
$37K ﹤0.01%
281
-6
382
$37K ﹤0.01%
1,041
383
$37K ﹤0.01%
1,534
+1,219
384
$36K ﹤0.01%
380
385
$36K ﹤0.01%
120
386
$36K ﹤0.01%
525
+79
387
$36K ﹤0.01%
653
388
$35K ﹤0.01%
964
389
$34K ﹤0.01%
208
+53
390
$34K ﹤0.01%
465
-219
391
$34K ﹤0.01%
500
-262
392
$34K ﹤0.01%
1,108
-741
393
$34K ﹤0.01%
503
+452
394
$33K ﹤0.01%
500
-7
395
$33K ﹤0.01%
571
+156
396
$33K ﹤0.01%
566
397
$33K ﹤0.01%
+311
398
$33K ﹤0.01%
32
399
$33K ﹤0.01%
4,131
-923
400
$32K ﹤0.01%
311
+3
14 15
16
17 18