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
$810M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.2M
3
+$4.25M
4
AAPL icon
Apple
AAPL
+$4.09M
5
TGT icon
Target
TGT
+$4.07M

Top Sells

1
+$12.8M
2
+$4.92M
3
+$4.53M
4
XEL icon
Xcel Energy
XEL
+$4.48M
5
DBI icon
Designer Brands
DBI
+$4.15M

Sector Composition

1 Financials 3.73%
2 Technology 3.66%
3 Real Estate 3.49%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$191K 0.02%
4,891
-24,078
177
$184K 0.02%
1,684
+1,314
178
$181K 0.02%
12,343
-563
179
$173K 0.02%
4,520
-139
180
$168K 0.02%
11,234
+5,669
181
$165K 0.02%
2,936
-28,188
182
$161K 0.02%
1,138
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183
$160K 0.02%
2,124
+843
184
$156K 0.02%
4,478
-1,153
185
$153K 0.02%
1,919
-236
186
$150K 0.02%
4,065
-1,014
187
$147K 0.02%
1,430
-733
188
$147K 0.02%
4,806
189
$146K 0.02%
2,282
190
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1,197
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191
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192
$139K 0.02%
1,950
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193
$139K 0.02%
5,958
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194
$139K 0.02%
+2,882
195
$136K 0.02%
1,156
-123
196
$135K 0.02%
1,200
197
$135K 0.02%
1,751
198
$129K 0.02%
+6,299
199
$129K 0.02%
3,865
200
$128K 0.02%
1,376
-566
6 7
8
9 10