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
$730M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$46M
2 +$5.73M
3 +$5.23M
4
BND icon
Vanguard Total Bond Market
BND
+$4.1M
5
CBRL icon
Cracker Barrel
CBRL
+$3.99M

Top Sells

1 +$22.3M
2 +$3.73M
3 +$3.71M
4
EMR icon
Emerson Electric
EMR
+$3.29M
5
LVS icon
Las Vegas Sands
LVS
+$3.18M

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 3.7%
3 Industrials 3.45%
4 Real Estate 3.36%
5 Utilities 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
+27
552
$1K ﹤0.01%
+29
553
$1K ﹤0.01%
15
554
$1K ﹤0.01%
24
555
$1K ﹤0.01%
6
556
$1K ﹤0.01%
14
557
$1K ﹤0.01%
141
558
$1K ﹤0.01%
2,000
559
$1K ﹤0.01%
63
560
$1K ﹤0.01%
34
-101
561
$1K ﹤0.01%
55
562
$1K ﹤0.01%
17
563
$1K ﹤0.01%
18
564
$1K ﹤0.01%
60
565
$1K ﹤0.01%
63
566
$1K ﹤0.01%
+65
567
$1K ﹤0.01%
36
568
$1K ﹤0.01%
+11
569
$1K ﹤0.01%
20
570
$1K ﹤0.01%
26
+16
571
$1K ﹤0.01%
24
572
$1K ﹤0.01%
26
573
$1K ﹤0.01%
35
574
$1K ﹤0.01%
25
575
$1K ﹤0.01%
10