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
$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
326
$6K ﹤0.01%
84
327
$6K ﹤0.01%
225
328
$6K ﹤0.01%
96
329
$6K ﹤0.01%
+200
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100
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$5K ﹤0.01%
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$5K ﹤0.01%
+110
334
$5K ﹤0.01%
280
335
$5K ﹤0.01%
132
-375
336
$5K ﹤0.01%
+85
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$5K ﹤0.01%
+453
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$5K ﹤0.01%
180
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$5K ﹤0.01%
110
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$5K ﹤0.01%
+20
342
$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
227
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$4K ﹤0.01%
34
347
$4K ﹤0.01%
+156
348
$4K ﹤0.01%
184
-1,476
349
$4K ﹤0.01%
+160
350
$4K ﹤0.01%
77