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
426
$11K ﹤0.01%
237
427
$11K ﹤0.01%
107
+57
428
$11K ﹤0.01%
+139
429
$11K ﹤0.01%
582
430
$11K ﹤0.01%
+223
431
$11K ﹤0.01%
+1,100
432
$11K ﹤0.01%
120
+20
433
$11K ﹤0.01%
300
434
$11K ﹤0.01%
496
435
$10K ﹤0.01%
310
436
$10K ﹤0.01%
256
437
$10K ﹤0.01%
200
438
$10K ﹤0.01%
210
439
$10K ﹤0.01%
75
440
$10K ﹤0.01%
25
441
$10K ﹤0.01%
250
+119
442
$10K ﹤0.01%
276
+235
443
$10K ﹤0.01%
221
+183
444
$10K ﹤0.01%
50
445
$10K ﹤0.01%
200
446
$10K ﹤0.01%
1,191
-22,252
447
$10K ﹤0.01%
200
448
$9K ﹤0.01%
1,780
449
$9K ﹤0.01%
1,219
+314
450
$9K ﹤0.01%
849
16 17
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