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
$810M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$4.25M
4
AAPL icon
Apple
AAPL
+$4.09M
5
TGT icon
Target
TGT
+$4.07M

Top Sells

1
+$12.8M
2
+$4.92M
3
+$4.53M
4
XEL icon
Xcel Energy
XEL
+$4.48M
5
DBI icon
Designer Brands
DBI
+$4.15M

Sector Composition

1 Financials 3.73%
2 Technology 3.66%
3 Real Estate 3.49%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
419
-62
402
$13K ﹤0.01%
850
403
$13K ﹤0.01%
234
+1
404
$13K ﹤0.01%
261
405
$13K ﹤0.01%
190
406
$13K ﹤0.01%
450
407
$13K ﹤0.01%
403
+203
408
$13K ﹤0.01%
+459
409
$13K ﹤0.01%
+418
410
$13K ﹤0.01%
850
411
$13K ﹤0.01%
+500
412
$13K ﹤0.01%
125
413
$12K ﹤0.01%
1,250
414
$12K ﹤0.01%
345
+310
415
$12K ﹤0.01%
90
416
$12K ﹤0.01%
563
-132
417
$12K ﹤0.01%
+200
418
$12K ﹤0.01%
+245
419
$12K ﹤0.01%
77
420
$12K ﹤0.01%
212
-40
421
$12K ﹤0.01%
169
-3,806
422
$11K ﹤0.01%
119
+108
423
$11K ﹤0.01%
426
-327
424
$11K ﹤0.01%
106
+6
425
$11K ﹤0.01%
80
+20
15 16
17
18 19