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
426
$28K ﹤0.01%
584
-247,274
427
$28K ﹤0.01%
256
+79
428
$28K ﹤0.01%
341
+1
429
$28K ﹤0.01%
1,020
430
$28K ﹤0.01%
570
-800
431
$27K ﹤0.01%
765
432
$27K ﹤0.01%
526
+125
433
$27K ﹤0.01%
615
-803
434
$27K ﹤0.01%
223
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435
$27K ﹤0.01%
389
-118
436
$27K ﹤0.01%
742
-5
437
$27K ﹤0.01%
263
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438
$27K ﹤0.01%
1,100
439
$27K ﹤0.01%
391
+100
440
$26K ﹤0.01%
432
441
$26K ﹤0.01%
1,000
442
$26K ﹤0.01%
699
443
$26K ﹤0.01%
200
444
$25K ﹤0.01%
227
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445
$25K ﹤0.01%
395
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446
$25K ﹤0.01%
1,936
447
$25K ﹤0.01%
2,035
448
$25K ﹤0.01%
585
-409
449
$25K ﹤0.01%
550
450
$24K ﹤0.01%
684
16 17
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