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
1026
$1K ﹤0.01%
22
-61
1027
$1K ﹤0.01%
+400
1028
$1K ﹤0.01%
+115
1029
$1K ﹤0.01%
+9
1030
$1K ﹤0.01%
+57
1031
$1K ﹤0.01%
222
1032
$1K ﹤0.01%
28
1033
$1K ﹤0.01%
29
1034
$1K ﹤0.01%
59
1035
$1K ﹤0.01%
30
1036
$1K ﹤0.01%
27
1037
$1K ﹤0.01%
+24
1038
$1K ﹤0.01%
13
-136
1039
$1K ﹤0.01%
+3
1040
$1K ﹤0.01%
43
-2,043
1041
$1K ﹤0.01%
+25
1042
$1K ﹤0.01%
+4
1043
$1K ﹤0.01%
+6
1044
$1K ﹤0.01%
22
1045
$1K ﹤0.01%
+2
1046
$1K ﹤0.01%
11
-65
1047
$1K ﹤0.01%
+19
1048
$1K ﹤0.01%
+5
1049
$1K ﹤0.01%
13
1050
$1K ﹤0.01%
26
+13
40 41
42
43 44