GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Sells

1 +$5.56M
2 +$5.11M
3 +$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.8M
5
TGNA icon
TEGNA Inc
TGNA
+$1.53M

Sector Composition

1 Real Estate 3.51%
2 Communication Services 3.17%
3 Industrials 3.03%
4 Consumer Staples 2.92%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
428
-820
302
$8K ﹤0.01%
+208
303
$8K ﹤0.01%
540
+275
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$8K ﹤0.01%
+122
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+50
306
$8K ﹤0.01%
230
+163
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$8K ﹤0.01%
200
308
$7K ﹤0.01%
110
309
$7K ﹤0.01%
203
310
$7K ﹤0.01%
+17
311
$7K ﹤0.01%
198
312
$7K ﹤0.01%
293
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$7K ﹤0.01%
25
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$7K ﹤0.01%
122
-198
315
$7K ﹤0.01%
200
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$7K ﹤0.01%
100
317
$7K ﹤0.01%
109
+45
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$7K ﹤0.01%
+181
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$7K ﹤0.01%
83
320
$7K ﹤0.01%
+571
321
$7K ﹤0.01%
+350
322
$7K ﹤0.01%
452
323
$6K ﹤0.01%
225
324
$6K ﹤0.01%
96
325
$6K ﹤0.01%
+200