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
$2.36B
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
826
$4K ﹤0.01%
136
827
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200
828
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140
829
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82
830
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831
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110
832
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140
833
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64
834
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835
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35
836
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430
837
$4K ﹤0.01%
1,570
838
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327
839
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104
840
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66
841
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400
842
$4K ﹤0.01%
114
843
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92
844
$4K ﹤0.01%
32
845
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133
846
$4K ﹤0.01%
624
847
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99
848
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200
849
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61
850
$4K ﹤0.01%
146
32 33
34
35 36