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
$705M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Sells

1 +$40.2M
2 +$14.9M
3 +$4.06M
4
GME icon
GameStop
GME
+$3.98M
5
UBSI icon
United Bankshares
UBSI
+$3.86M

Sector Composition

1 Technology 5.02%
2 Industrials 3.3%
3 Real Estate 2.83%
4 Healthcare 2.46%
5 Utilities 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
300
+200
402
$9K ﹤0.01%
335
403
$8K ﹤0.01%
183
-5,782
404
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190
405
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463
-52
406
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+134
407
$8K ﹤0.01%
+107
408
$8K ﹤0.01%
200
409
$8K ﹤0.01%
550
410
$8K ﹤0.01%
200
411
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190
-102
412
$8K ﹤0.01%
80
413
$8K ﹤0.01%
200
414
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496
415
$7K ﹤0.01%
320
-132
416
$7K ﹤0.01%
+217
417
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103
+1
418
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138
419
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107
-133
420
$7K ﹤0.01%
+240
421
$7K ﹤0.01%
210
+2
422
$7K ﹤0.01%
166
423
$7K ﹤0.01%
300
-650
424
$7K ﹤0.01%
112
425
$7K ﹤0.01%
308