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
$1.87B
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
726
$5K ﹤0.01%
293
727
$5K ﹤0.01%
243
728
$5K ﹤0.01%
1,014
729
$5K ﹤0.01%
81
730
$5K ﹤0.01%
500
731
$5K ﹤0.01%
359
732
$5K ﹤0.01%
255
-4
733
$5K ﹤0.01%
63
+22
734
$5K ﹤0.01%
325
735
$5K ﹤0.01%
+350
736
$5K ﹤0.01%
500
737
$5K ﹤0.01%
326
738
$5K ﹤0.01%
300
739
$4K ﹤0.01%
50
740
$4K ﹤0.01%
55
741
$4K ﹤0.01%
100
742
$4K ﹤0.01%
56
-141
743
$4K ﹤0.01%
200
-162
744
$4K ﹤0.01%
34
-62
745
$4K ﹤0.01%
35
-11
746
$4K ﹤0.01%
398
747
$4K ﹤0.01%
320
748
$4K ﹤0.01%
86
749
$4K ﹤0.01%
34
750
$4K ﹤0.01%
900
28 29
30
31 32