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
$2.04B
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
801
$5K ﹤0.01%
+1,000
802
$5K ﹤0.01%
21
+7
803
$5K ﹤0.01%
+678
804
$5K ﹤0.01%
102
805
$5K ﹤0.01%
37
+2
806
$5K ﹤0.01%
82
-74
807
$5K ﹤0.01%
321
808
$5K ﹤0.01%
96
+1
809
$5K ﹤0.01%
58
+17
810
$5K ﹤0.01%
+36
811
$5K ﹤0.01%
135
812
$5K ﹤0.01%
29
813
$5K ﹤0.01%
+389
814
$5K ﹤0.01%
+65
815
$4K ﹤0.01%
38
+6
816
$4K ﹤0.01%
86
+60
817
$4K ﹤0.01%
+83
818
$4K ﹤0.01%
50
819
$4K ﹤0.01%
275
820
$4K ﹤0.01%
400
821
$4K ﹤0.01%
102
-630
822
$4K ﹤0.01%
200
823
$4K ﹤0.01%
200
824
$4K ﹤0.01%
33
+13
825
$4K ﹤0.01%
+1,317
31 32
33
34 35