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
$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
826
$4K ﹤0.01%
155
827
$4K ﹤0.01%
1,000
828
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+394
829
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100
830
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59
-13
831
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86
+60
832
$4K ﹤0.01%
200
833
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200
834
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+1,317
835
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+68
836
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243
837
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35
+30
838
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+251
839
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200
840
$4K ﹤0.01%
162
+52
841
$4K ﹤0.01%
43
-290
842
$4K ﹤0.01%
21
843
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61
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844
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375
845
$4K ﹤0.01%
38
+6
846
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106
-19
847
$4K ﹤0.01%
215
848
$4K ﹤0.01%
36
849
$4K ﹤0.01%
200
850
$4K ﹤0.01%
200
32 33
34
35 36