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
326
$6K ﹤0.01%
100
327
$6K ﹤0.01%
425
+7
328
$6K ﹤0.01%
140
-1
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+217
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84
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+190
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$5K ﹤0.01%
89
333
$5K ﹤0.01%
+110
334
$5K ﹤0.01%
280
335
$5K ﹤0.01%
110
336
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+20
337
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157
338
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132
-375
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+86
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$5K ﹤0.01%
+453
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$5K ﹤0.01%
180
342
$5K ﹤0.01%
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$4K ﹤0.01%
500
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$4K ﹤0.01%
77
345
$4K ﹤0.01%
+288
346
$4K ﹤0.01%
+150
347
$4K ﹤0.01%
126
348
$4K ﹤0.01%
160
349
$4K ﹤0.01%
227
350
$4K ﹤0.01%
34