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
$607M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$3.31M
3 +$3.26M
4
ETN icon
Eaton
ETN
+$3.25M
5
BND icon
Vanguard Total Bond Market
BND
+$3.13M

Top Sells

1 +$4.36M
2 +$3.08M
3 +$3.06M
4
MSFT icon
Microsoft
MSFT
+$3.04M
5
LUMN icon
Lumen
LUMN
+$2.89M

Sector Composition

1 Industrials 3.94%
2 Utilities 3.85%
3 Real Estate 3.55%
4 Technology 3.5%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
200
402
$7K ﹤0.01%
107
+27
403
$6K ﹤0.01%
152
-60
404
$6K ﹤0.01%
+90
405
$6K ﹤0.01%
750
406
$6K ﹤0.01%
+1,260
407
$6K ﹤0.01%
+108
408
$6K ﹤0.01%
+140
409
$6K ﹤0.01%
+200
410
$6K ﹤0.01%
347
411
$6K ﹤0.01%
110
412
$6K ﹤0.01%
+90
413
$6K ﹤0.01%
200
414
$6K ﹤0.01%
104
415
$6K ﹤0.01%
215
416
$5K ﹤0.01%
+100
417
$5K ﹤0.01%
480
418
$5K ﹤0.01%
+87
419
$5K ﹤0.01%
176
-70
420
$5K ﹤0.01%
325
421
$5K ﹤0.01%
+100
422
$5K ﹤0.01%
48
+4
423
$4K ﹤0.01%
+42
424
$4K ﹤0.01%
+376
425
$4K ﹤0.01%
+268