GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
501
$19K ﹤0.01%
316
502
$19K ﹤0.01%
3,000
503
$19K ﹤0.01%
+1,118
504
$19K ﹤0.01%
423
+396
505
$18K ﹤0.01%
319
+6
506
$18K ﹤0.01%
968
-656
507
$18K ﹤0.01%
1,094
-590
508
$18K ﹤0.01%
67
-1,198
509
$18K ﹤0.01%
+735
510
$17K ﹤0.01%
297
-59
511
$17K ﹤0.01%
1,610
512
$17K ﹤0.01%
319
513
$17K ﹤0.01%
2,500
514
$17K ﹤0.01%
203
+1
515
$17K ﹤0.01%
373
-19
516
$17K ﹤0.01%
749
+136
517
$17K ﹤0.01%
756
518
$17K ﹤0.01%
180
519
$17K ﹤0.01%
719
520
$17K ﹤0.01%
551
521
$16K ﹤0.01%
860
522
$16K ﹤0.01%
1,133
523
$16K ﹤0.01%
500
524
$16K ﹤0.01%
101
+19
525
$16K ﹤0.01%
226
+120
19 20
21
22 23