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
576
$12K ﹤0.01%
164
577
$12K ﹤0.01%
390
-15
578
$12K ﹤0.01%
627
-6,339
579
$12K ﹤0.01%
200
580
$12K ﹤0.01%
60
-2
581
$12K ﹤0.01%
96
-72
582
$12K ﹤0.01%
50
-1
583
$12K ﹤0.01%
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584
$12K ﹤0.01%
74
-11
585
$12K ﹤0.01%
955
+75
586
$12K ﹤0.01%
2,230
587
$12K ﹤0.01%
488
588
$12K ﹤0.01%
325
-13
589
$11K ﹤0.01%
105
590
$11K ﹤0.01%
606
591
$11K ﹤0.01%
36
+10
592
$11K ﹤0.01%
300
-7
593
$11K ﹤0.01%
500
594
$11K ﹤0.01%
425
595
$11K ﹤0.01%
105
-49
596
$11K ﹤0.01%
1,351
-8
597
$11K ﹤0.01%
71
598
$11K ﹤0.01%
165
599
$11K ﹤0.01%
270
+2
600
$11K ﹤0.01%
+223
22 23
24
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