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
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$38M
2 +$14M
3 +$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Sector Composition

1 Financials 5.11%
2 Consumer Discretionary 4.38%
3 Consumer Staples 3.9%
4 Healthcare 3.8%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$20K ﹤0.01%
+149
477
$20K ﹤0.01%
+501
478
$20K ﹤0.01%
389
-139,266
479
$19K ﹤0.01%
+150
480
$19K ﹤0.01%
+313
481
$19K ﹤0.01%
+173
482
$19K ﹤0.01%
+339
483
$19K ﹤0.01%
+291
484
$18K ﹤0.01%
+893
485
$18K ﹤0.01%
+756
486
$18K ﹤0.01%
+870
487
$18K ﹤0.01%
+414
488
$18K ﹤0.01%
+1,610
489
$18K ﹤0.01%
+270
490
$18K ﹤0.01%
+737
491
$17K ﹤0.01%
+247
492
$17K ﹤0.01%
+205
493
$17K ﹤0.01%
+301
494
$17K ﹤0.01%
+202
495
$17K ﹤0.01%
+348
496
$17K ﹤0.01%
+257
497
$17K ﹤0.01%
+270
498
$17K ﹤0.01%
+247
499
$17K ﹤0.01%
+964
500
$17K ﹤0.01%
+142