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
$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
701
$8K ﹤0.01%
+153
702
$8K ﹤0.01%
106
703
$8K ﹤0.01%
253
-47
704
$8K ﹤0.01%
525
-200
705
$8K ﹤0.01%
53
-7,247
706
$8K ﹤0.01%
478
707
$8K ﹤0.01%
+50
708
$8K ﹤0.01%
48
-30
709
$8K ﹤0.01%
227
710
$8K ﹤0.01%
1,650
711
$8K ﹤0.01%
+108
712
$8K ﹤0.01%
79
+17
713
$8K ﹤0.01%
145
+107
714
$8K ﹤0.01%
128
-85
715
$8K ﹤0.01%
182
716
$8K ﹤0.01%
+609
717
$8K ﹤0.01%
177
718
$8K ﹤0.01%
100
-340
719
$8K ﹤0.01%
+109
720
$8K ﹤0.01%
+900
721
$8K ﹤0.01%
417
722
$8K ﹤0.01%
+30
723
$8K ﹤0.01%
300
724
$8K ﹤0.01%
230
725
$8K ﹤0.01%
218
-220
27 28
29
30 31