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
426
$4K ﹤0.01%
+184
427
$4K ﹤0.01%
+159
428
$4K ﹤0.01%
+118
429
$4K ﹤0.01%
+531
430
$4K ﹤0.01%
80
431
$4K ﹤0.01%
104
+54
432
$4K ﹤0.01%
100
433
$4K ﹤0.01%
36
434
$4K ﹤0.01%
359
435
$4K ﹤0.01%
44
-194
436
$4K ﹤0.01%
79
437
$4K ﹤0.01%
+71
438
$4K ﹤0.01%
60
439
$4K ﹤0.01%
100
440
$4K ﹤0.01%
+100
441
$4K ﹤0.01%
+77
442
$4K ﹤0.01%
150
+50
443
$4K ﹤0.01%
288
444
$4K ﹤0.01%
100
445
$4K ﹤0.01%
+100
446
$3K ﹤0.01%
36
+19
447
$3K ﹤0.01%
+103
448
$3K ﹤0.01%
33
-717
449
$3K ﹤0.01%
+37
450
$3K ﹤0.01%
+134
16 17
18
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