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
476
$2K ﹤0.01%
+41
477
$2K ﹤0.01%
23
478
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30
479
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110
-425
480
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+39
481
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+63
482
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+140
483
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+36
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1
485
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+25
486
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44
487
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488
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489
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26
490
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+90
491
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26
492
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32
-48,900
493
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494
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400
495
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13
496
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100
497
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32
498
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51
499
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+25
500
$2K ﹤0.01%
35
18 19
20
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