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
$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
1051
– –
-13
1052
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-153
1053
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-11
1054
$0 ﹤0.01%
+12
1055
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1056
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1057
$0 ﹤0.01%
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1058
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1
1059
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1060
$0 ﹤0.01%
3
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1061
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1062
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1063
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-1,100
1065
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1066
$0 ﹤0.01%
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1067
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1068
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1070
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1071
$0 ﹤0.01%
+11
1072
– –
-3,000
1073
– –
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1074
$0 ﹤0.01%
18
1075
– –
-4
41 42
43
44 45