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
$810M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$4.25M
4
AAPL icon
Apple
AAPL
+$4.09M
5
TGT icon
Target
TGT
+$4.07M

Top Sells

1
+$12.8M
2
+$4.92M
3
+$4.53M
4
XEL icon
Xcel Energy
XEL
+$4.48M
5
DBI icon
Designer Brands
DBI
+$4.15M

Sector Composition

1 Financials 3.73%
2 Technology 3.66%
3 Real Estate 3.49%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
26
702
$1K ﹤0.01%
+39
703
$1K ﹤0.01%
+10
704
$1K ﹤0.01%
20
705
$1K ﹤0.01%
75
-144
706
$1K ﹤0.01%
60
707
$1K ﹤0.01%
100
708
$1K ﹤0.01%
36
709
$1K ﹤0.01%
62
710
$1K ﹤0.01%
98
+35
711
$1K ﹤0.01%
60
712
$1K ﹤0.01%
17
713
$1K ﹤0.01%
18
-84
714
$1K ﹤0.01%
55
715
$1K ﹤0.01%
40
716
$1K ﹤0.01%
74
+34
717
$1K ﹤0.01%
84
718
$1K ﹤0.01%
20
+14
719
$1K ﹤0.01%
+20
720
$1K ﹤0.01%
47
721
$1K ﹤0.01%
15
722
$1K ﹤0.01%
15
723
$1K ﹤0.01%
4
724
– –
-6
725
– –
-25,947
27 28
29
30 31