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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32K ﹤0.01%
267
+1
402
$32K ﹤0.01%
529
403
$32K ﹤0.01%
279
-59
404
$32K ﹤0.01%
452
+14
405
$32K ﹤0.01%
512
-200
406
$32K ﹤0.01%
737
407
$32K ﹤0.01%
1,560
+437
408
$31K ﹤0.01%
577
409
$31K ﹤0.01%
268
410
$31K ﹤0.01%
1,125
+123
411
$31K ﹤0.01%
390
412
$31K ﹤0.01%
440
413
$31K ﹤0.01%
250
+101
414
$30K ﹤0.01%
1,709
-270
415
$30K ﹤0.01%
440
+76
416
$30K ﹤0.01%
+100
417
$30K ﹤0.01%
272
+102
418
$30K ﹤0.01%
524
419
$30K ﹤0.01%
2,220
420
$29K ﹤0.01%
586
421
$29K ﹤0.01%
211
+95
422
$29K ﹤0.01%
+2,200
423
$28K ﹤0.01%
+312
424
$28K ﹤0.01%
+300
425
$28K ﹤0.01%
+94
15 16
17
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