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
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$10.4M
3
+$9.85M
4
COP icon
ConocoPhillips
COP
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.23M

Top Sells

1
+$19.4M
2
+$13M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.4M
5
EQIX icon
Equinix
EQIX
+$9.98M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$24K ﹤0.01%
518
+485
502
$24K ﹤0.01%
+439
503
$24K ﹤0.01%
180
504
$24K ﹤0.01%
702
-132
505
$24K ﹤0.01%
1,172
-23
506
$24K ﹤0.01%
585
507
$24K ﹤0.01%
17,856
508
$23K ﹤0.01%
316
509
$23K ﹤0.01%
523
510
$23K ﹤0.01%
699
+309
511
$23K ﹤0.01%
300
512
$22K ﹤0.01%
496
-2,523
513
$22K ﹤0.01%
800
+16
514
$22K ﹤0.01%
1,372
515
$22K ﹤0.01%
314
+306
516
$22K ﹤0.01%
579
517
$22K ﹤0.01%
+3,054
518
$21K ﹤0.01%
432
519
$21K ﹤0.01%
189
+111
520
$21K ﹤0.01%
213
-45
521
$21K ﹤0.01%
+949
522
$21K ﹤0.01%
1,325
+1,000
523
$20K ﹤0.01%
710
524
$20K ﹤0.01%
704
525
$20K ﹤0.01%
433
+1
19 20
21
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