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
926
$2K ﹤0.01%
28
927
$2K ﹤0.01%
84
928
$2K ﹤0.01%
26
929
$2K ﹤0.01%
37
930
$2K ﹤0.01%
20
931
$2K ﹤0.01%
64
932
$2K ﹤0.01%
226
933
$2K ﹤0.01%
2
934
$2K ﹤0.01%
28
935
$2K ﹤0.01%
47
936
$2K ﹤0.01%
50
937
$2K ﹤0.01%
31
938
$2K ﹤0.01%
51
939
$2K ﹤0.01%
5
940
$2K ﹤0.01%
30
941
$2K ﹤0.01%
49
942
$2K ﹤0.01%
55
943
$2K ﹤0.01%
30
944
$2K ﹤0.01%
135
945
$2K ﹤0.01%
39
946
$2K ﹤0.01%
39
947
$2K ﹤0.01%
50
948
$2K ﹤0.01%
52
949
$2K ﹤0.01%
44
950
$2K ﹤0.01%
14
36 37
38
39 40