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
526
$16K ﹤0.01%
420
527
$16K ﹤0.01%
915
528
$16K ﹤0.01%
+192
529
$16K ﹤0.01%
+200
530
$16K ﹤0.01%
1,294
-68,902
531
$16K ﹤0.01%
95
532
$15K ﹤0.01%
390
533
$15K ﹤0.01%
240
534
$15K ﹤0.01%
450
535
$15K ﹤0.01%
1,038
536
$15K ﹤0.01%
296
537
$15K ﹤0.01%
550
-528
538
$15K ﹤0.01%
348
539
$15K ﹤0.01%
365
-210
540
$15K ﹤0.01%
143
541
$15K ﹤0.01%
298
-7
542
$15K ﹤0.01%
1,234
543
$15K ﹤0.01%
599
544
$15K ﹤0.01%
195
+2
545
$15K ﹤0.01%
402
-16
546
$15K ﹤0.01%
133
547
$14K ﹤0.01%
171
548
$14K ﹤0.01%
165
549
$14K ﹤0.01%
260
-24
550
$14K ﹤0.01%
300
20 21
22
23 24