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
476
$4K ﹤0.01%
143
+111
477
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152
-65
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58
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+115
483
$4K ﹤0.01%
288
484
$3K ﹤0.01%
81
485
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17
486
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92
487
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91
-1,054
488
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70
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+48
499
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79
500
$3K ﹤0.01%
40