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
$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
776
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777
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778
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-1,530
779
$0 ﹤0.01%
24
780
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781
$0 ﹤0.01%
10
782
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-83
783
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784
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-4,403
785
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$0 ﹤0.01%
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789
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790
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0
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794
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$0 ﹤0.01%
18
797
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798
$0 ﹤0.01%
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$0 ﹤0.01%
2
800
$0 ﹤0.01%
34
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30 31
32
33 34