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
$2.04B
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
626
$12K ﹤0.01%
182
627
$12K ﹤0.01%
10
628
$12K ﹤0.01%
166
629
$12K ﹤0.01%
7,600
+7,500
630
$12K ﹤0.01%
138
+4
631
$12K ﹤0.01%
284
-157
632
$12K ﹤0.01%
210
+92
633
$12K ﹤0.01%
195
-534
634
$12K ﹤0.01%
162
635
$12K ﹤0.01%
660
636
$11K ﹤0.01%
105
637
$11K ﹤0.01%
481
-41
638
$11K ﹤0.01%
81
639
$11K ﹤0.01%
606
640
$11K ﹤0.01%
333
-1,083
641
$11K ﹤0.01%
84
642
$11K ﹤0.01%
168
643
$11K ﹤0.01%
600
644
$11K ﹤0.01%
+2,000
645
$11K ﹤0.01%
2,500
646
$11K ﹤0.01%
110
+10
647
$11K ﹤0.01%
198
-139
648
$11K ﹤0.01%
192
-71
649
$11K ﹤0.01%
+123
650
$11K ﹤0.01%
100
24 25
26
27 28