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
$730M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$46M
2 +$5.73M
3 +$5.23M
4
BND icon
Vanguard Total Bond Market
BND
+$4.1M
5
CBRL icon
Cracker Barrel
CBRL
+$3.99M

Top Sells

1 +$22.3M
2 +$3.73M
3 +$3.71M
4
EMR icon
Emerson Electric
EMR
+$3.29M
5
LVS icon
Las Vegas Sands
LVS
+$3.18M

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 3.7%
3 Industrials 3.45%
4 Real Estate 3.36%
5 Utilities 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$7K ﹤0.01%
337
-232
427
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242
428
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146
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+767
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+400
436
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200
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152
439
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441
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208
442
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448
$6K ﹤0.01%
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$6K ﹤0.01%
424
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$6K ﹤0.01%
100
+8