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
$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
526
$20K ﹤0.01%
187
-149
527
$20K ﹤0.01%
250
528
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197
-58
529
$19K ﹤0.01%
+704
530
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150
531
$19K ﹤0.01%
813
-508
532
$19K ﹤0.01%
1,755
-356
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534
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668
535
$19K ﹤0.01%
326
536
$19K ﹤0.01%
298
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537
$19K ﹤0.01%
660
538
$19K ﹤0.01%
451
539
$19K ﹤0.01%
369
540
$18K ﹤0.01%
622
-356
541
$18K ﹤0.01%
1,114
542
$18K ﹤0.01%
372
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543
$18K ﹤0.01%
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544
$18K ﹤0.01%
410
545
$18K ﹤0.01%
60
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546
$18K ﹤0.01%
620
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547
$18K ﹤0.01%
200
548
$18K ﹤0.01%
453
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549
$18K ﹤0.01%
200
550
$17K ﹤0.01%
500
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