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
951
$2K ﹤0.01%
110
-518
952
$2K ﹤0.01%
69
953
$2K ﹤0.01%
39
954
$2K ﹤0.01%
19
955
$2K ﹤0.01%
19
956
$2K ﹤0.01%
+148
957
$2K ﹤0.01%
15
958
$2K ﹤0.01%
20
959
$2K ﹤0.01%
524
-211
960
$2K ﹤0.01%
228
961
$2K ﹤0.01%
491
962
$1K ﹤0.01%
+28
963
$1K ﹤0.01%
+263
964
$1K ﹤0.01%
2
965
$1K ﹤0.01%
250
966
$1K ﹤0.01%
15
967
$1K ﹤0.01%
31
968
$1K ﹤0.01%
+124
969
– –
0
970
$1K ﹤0.01%
27
971
$1K ﹤0.01%
+5
972
$1K ﹤0.01%
+40
973
$1K ﹤0.01%
+4
974
$1K ﹤0.01%
328
975
$1K ﹤0.01%
24
37 38
39
40 41