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
451
$3K ﹤0.01%
17
452
$3K ﹤0.01%
+125
453
$3K ﹤0.01%
42
454
$3K ﹤0.01%
+41
455
$3K ﹤0.01%
80
456
– –
0
457
$3K ﹤0.01%
+30
458
$3K ﹤0.01%
44
459
$3K ﹤0.01%
+100
460
$3K ﹤0.01%
+76
461
$3K ﹤0.01%
250
462
$3K ﹤0.01%
47
+15
463
$3K ﹤0.01%
+20
464
$3K ﹤0.01%
34
465
$3K ﹤0.01%
+34
466
$3K ﹤0.01%
68
+16
467
$3K ﹤0.01%
83
468
$3K ﹤0.01%
+68
469
$3K ﹤0.01%
31
470
$3K ﹤0.01%
+125
471
$3K ﹤0.01%
+325
472
$3K ﹤0.01%
51
473
$3K ﹤0.01%
+150
474
$2K ﹤0.01%
+185
475
$2K ﹤0.01%
47
17 18
19
20 21