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
$810M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$4.25M
4
AAPL icon
Apple
AAPL
+$4.09M
5
TGT icon
Target
TGT
+$4.07M

Top Sells

1
+$12.8M
2
+$4.92M
3
+$4.53M
4
XEL icon
Xcel Energy
XEL
+$4.48M
5
DBI icon
Designer Brands
DBI
+$4.15M

Sector Composition

1 Financials 3.73%
2 Technology 3.66%
3 Real Estate 3.49%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
50
527
$5K ﹤0.01%
69
528
$5K ﹤0.01%
+379
529
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44
+14
530
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50
531
$5K ﹤0.01%
280
+230
532
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234
-6,164
533
$5K ﹤0.01%
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534
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535
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536
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240
537
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538
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94
539
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+524
540
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75
541
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58
542
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51
-110
543
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89
-70,506
544
$5K ﹤0.01%
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545
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77
-53
546
$5K ﹤0.01%
+101
547
$5K ﹤0.01%
535
548
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100
549
$5K ﹤0.01%
+349
550
$5K ﹤0.01%
+375
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