GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.65%
2 Real Estate 2.91%
3 Consumer Staples 2.73%
4 Communication Services 2.62%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
+411
277
$8K ﹤0.01%
+200
278
$8K ﹤0.01%
+150
279
$8K ﹤0.01%
+516
280
$8K ﹤0.01%
+854
281
$8K ﹤0.01%
+211
282
$8K ﹤0.01%
+340
283
$8K ﹤0.01%
+100
284
$7K ﹤0.01%
+203
285
$7K ﹤0.01%
+709
286
$7K ﹤0.01%
+340
287
$7K ﹤0.01%
+199
288
$7K ﹤0.01%
+293
289
$7K ﹤0.01%
+825
290
$7K ﹤0.01%
+198
291
$7K ﹤0.01%
+25
292
$7K ﹤0.01%
+452
293
$7K ﹤0.01%
+100
294
$7K ﹤0.01%
+201
295
$7K ﹤0.01%
+600
296
$6K ﹤0.01%
+212
297
$6K ﹤0.01%
+250
298
$6K ﹤0.01%
+414
299
$6K ﹤0.01%
+418
300
$6K ﹤0.01%
+1,026