GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Sells

1 +$1.97M
2 +$1.92M
3 +$1.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M
5
UNS
UNS ENERGY CORP COM
UNS
+$1.77M

Sector Composition

1 Communication Services 3.43%
2 Industrials 3.42%
3 Consumer Discretionary 3.26%
4 Consumer Staples 3.19%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
208
402
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1
403
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293
404
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406
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+7
408
$7K ﹤0.01%
+300
409
$7K ﹤0.01%
452
410
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+150
411
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295
+240
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$6K ﹤0.01%
+250
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77
414
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280
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350
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+481
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+1,000
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+280
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+140
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100
422
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180
423
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+58
424
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110
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$6K ﹤0.01%
147
+42