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
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$38M
2 +$14M
3 +$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Sector Composition

1 Financials 5.11%
2 Consumer Discretionary 4.38%
3 Consumer Staples 3.9%
4 Healthcare 3.8%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
+43
652
$7K ﹤0.01%
+700
653
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+200
654
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655
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656
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657
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+290
658
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+347
659
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660
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661
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+617
662
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663
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4
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664
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665
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666
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667
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668
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669
$6K ﹤0.01%
+47
670
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+105
671
$6K ﹤0.01%
+600
672
$6K ﹤0.01%
+58
673
$6K ﹤0.01%
+459
674
$6K ﹤0.01%
+92
675
$6K ﹤0.01%
+325