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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$41.3M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$26.2M
5
SAIC icon
Saic
SAIC
+$13.3M

Top Sells

1
+$44.5M
2
+$40.9M
3
+$22.7M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$17.2M
5
LOW icon
Lowe's Companies
LOW
+$13.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$22K ﹤0.01%
425
+1
552
$22K ﹤0.01%
348
-502
553
$22K ﹤0.01%
+200
554
$22K ﹤0.01%
2,035
555
$22K ﹤0.01%
904
-91
556
$22K ﹤0.01%
634
557
$22K ﹤0.01%
900
558
$22K ﹤0.01%
287
+170
559
$21K ﹤0.01%
1,600
560
$21K ﹤0.01%
617
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561
$21K ﹤0.01%
188
562
$21K ﹤0.01%
219
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563
$21K ﹤0.01%
405
564
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525
565
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797
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566
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570
$21K ﹤0.01%
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$21K ﹤0.01%
26,455
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$20K ﹤0.01%
517
573
$20K ﹤0.01%
1,027
-2
574
$20K ﹤0.01%
485
575
$20K ﹤0.01%
135
21 22
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