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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21K ﹤0.01%
150
477
$21K ﹤0.01%
384
+211
478
$21K ﹤0.01%
410
-373
479
$21K ﹤0.01%
299
480
$21K ﹤0.01%
+39
481
$21K ﹤0.01%
82
482
$20K ﹤0.01%
+1,275
483
$20K ﹤0.01%
503
-12,862
484
$20K ﹤0.01%
452
-184,069
485
$20K ﹤0.01%
180
-6
486
$20K ﹤0.01%
66
487
$20K ﹤0.01%
451
488
$20K ﹤0.01%
150
-6
489
$20K ﹤0.01%
113
-57
490
$20K ﹤0.01%
+250
491
$19K ﹤0.01%
423
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492
$19K ﹤0.01%
150
-9
493
$19K ﹤0.01%
410
494
$19K ﹤0.01%
510
495
$19K ﹤0.01%
456
+380
496
$19K ﹤0.01%
126
-547
497
$19K ﹤0.01%
660
498
$19K ﹤0.01%
300
499
$19K ﹤0.01%
3,200
+800
500
$19K ﹤0.01%
416
+1
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