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
$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
776
$3K ﹤0.01%
37
-103
777
$3K ﹤0.01%
42
778
$3K ﹤0.01%
355
779
$3K ﹤0.01%
30
-47
780
$3K ﹤0.01%
78
781
$3K ﹤0.01%
755
782
$3K ﹤0.01%
176
783
$3K ﹤0.01%
54
784
$3K ﹤0.01%
42
-42
785
$3K ﹤0.01%
40
786
$3K ﹤0.01%
55
787
$3K ﹤0.01%
154
788
$3K ﹤0.01%
+93
789
$3K ﹤0.01%
114
+18
790
$3K ﹤0.01%
21
791
$3K ﹤0.01%
+106
792
$3K ﹤0.01%
139
+28
793
$3K ﹤0.01%
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794
$3K ﹤0.01%
124
+98
795
$3K ﹤0.01%
39
796
$3K ﹤0.01%
380
797
$2K ﹤0.01%
110
798
$2K ﹤0.01%
+42
799
– –
0
800
$2K ﹤0.01%
100
30 31
32
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