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
951
$1K ﹤0.01%
24
952
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+11
953
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38
-9
954
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16
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955
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956
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957
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958
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1,000
959
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+36
960
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961
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10
+7
962
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964
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965
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11
-9
966
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340
967
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968
$1K ﹤0.01%
8
969
– –
-4
970
– –
-920
971
– –
-118
972
$0 ﹤0.01%
+615
973
– –
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974
$0 ﹤0.01%
18
975
$0 ﹤0.01%
+11
37 38
39
40 41