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
$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
601
$11K ﹤0.01%
270
+2
602
$11K ﹤0.01%
+223
603
$11K ﹤0.01%
97
-74
604
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233
+156
605
$11K ﹤0.01%
300
606
$10K ﹤0.01%
70
607
$10K ﹤0.01%
541
-1,272
608
$10K ﹤0.01%
+110
609
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110
610
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380
611
$10K ﹤0.01%
96
-4
612
$10K ﹤0.01%
100
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$10K ﹤0.01%
579
+518
614
$10K ﹤0.01%
250
615
$10K ﹤0.01%
105
616
$10K ﹤0.01%
236
617
$10K ﹤0.01%
353
618
$10K ﹤0.01%
62
619
$10K ﹤0.01%
+438
620
$10K ﹤0.01%
400
621
$9K ﹤0.01%
+150
622
$9K ﹤0.01%
137
623
$9K ﹤0.01%
780
624
$9K ﹤0.01%
213
625
$9K ﹤0.01%
658
+180
23 24
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