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
$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 3.41%
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%
+82
402
$7K ﹤0.01%
208
403
$7K ﹤0.01%
1
404
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293
405
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140
406
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407
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225
408
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103
+7
409
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295
+240
410
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+300
411
$7K ﹤0.01%
452
412
$6K ﹤0.01%
77
413
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433
+8
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415
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350
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+481
417
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+1,000
418
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+280
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+140
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100
421
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180
422
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+58
423
$6K ﹤0.01%
110
424
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147
+42
425
$6K ﹤0.01%
+250