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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$933

Top Sells

1
+$13.7M
2
+$3.29M
3
+$1.71M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.51M
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$993K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$7K ﹤0.01%
100
752
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753
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250
754
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757
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880
758
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100
759
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500
761
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762
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763
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764
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765
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766
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767
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768
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769
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1,000
770
$7K ﹤0.01%
300
771
$7K ﹤0.01%
859
772
$7K ﹤0.01%
2,500
773
$7K ﹤0.01%
148
774
$6K ﹤0.01%
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775
$6K ﹤0.01%
500
29 30
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32 33