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
$705M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Sells

1 +$40.2M
2 +$14.9M
3 +$4.06M
4
GME icon
GameStop
GME
+$3.98M
5
UBSI icon
United Bankshares
UBSI
+$3.86M

Sector Composition

1 Technology 5.02%
2 Industrials 3.3%
3 Real Estate 2.83%
4 Healthcare 2.46%
5 Utilities 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$5K ﹤0.01%
+114
452
$5K ﹤0.01%
114
+24
453
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111
+85
454
$5K ﹤0.01%
535
455
$5K ﹤0.01%
347
456
$5K ﹤0.01%
875
-27,252
457
$5K ﹤0.01%
140
458
$5K ﹤0.01%
131
459
$5K ﹤0.01%
243
460
$5K ﹤0.01%
240
-1,260
461
$5K ﹤0.01%
293
462
$5K ﹤0.01%
+25
463
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176
464
$5K ﹤0.01%
+106
465
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+143
466
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750
467
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200
+150
468
$5K ﹤0.01%
75
469
$5K ﹤0.01%
152
470
$4K ﹤0.01%
72
-724,100
471
$4K ﹤0.01%
+92
472
$4K ﹤0.01%
200
473
$4K ﹤0.01%
80
474
$4K ﹤0.01%
88
475
$4K ﹤0.01%
100