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
$553M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.97M
3
+$3.16M
4
ISIL
Intersil Corp
ISIL
+$2.8M
5
CNP icon
CenterPoint Energy
CNP
+$2.78M

Top Sells

1
+$4.09M
2
+$4.08M
3
+$3.81M
4
BRSL
Brightstar Lottery PLC
BRSL
+$3.04M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.73M

Sector Composition

1 Technology 3.89%
2 Utilities 3.32%
3 Industrials 3.32%
4 Communication Services 3.27%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
31
402
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403
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+10
404
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405
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100
406
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407
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+47
408
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409
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30
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17
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50
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1
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415
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416
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+34
417
$2K ﹤0.01%
44
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26
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$2K ﹤0.01%
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$2K ﹤0.01%
26
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$2K ﹤0.01%
50
422
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423
$2K ﹤0.01%
+25
424
$2K ﹤0.01%
13
425
$2K ﹤0.01%
100
15 16
17
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