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
$669M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1 +$29M
2 +$23.2M
3 +$15.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.1M

Sector Composition

1 Industrials 4.24%
2 Technology 4.23%
3 Consumer Discretionary 3.84%
4 Utilities 3.48%
5 Real Estate 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$14K ﹤0.01%
229
-10,106
352
$14K ﹤0.01%
460
353
$14K ﹤0.01%
858
+533
354
$14K ﹤0.01%
535
355
$14K ﹤0.01%
140
356
$14K ﹤0.01%
+203
357
$14K ﹤0.01%
2,501
358
$14K ﹤0.01%
+300
359
$14K ﹤0.01%
+390
360
$14K ﹤0.01%
450
361
$14K ﹤0.01%
125
362
$13K ﹤0.01%
3,479
+424
363
$13K ﹤0.01%
153
+111
364
$13K ﹤0.01%
400
365
$13K ﹤0.01%
235
+1
366
$13K ﹤0.01%
1,063
367
$13K ﹤0.01%
579
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368
$13K ﹤0.01%
286
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369
$13K ﹤0.01%
+400
370
$13K ﹤0.01%
425
371
$13K ﹤0.01%
+335
372
$13K ﹤0.01%
194
373
$13K ﹤0.01%
635
+582
374
$13K ﹤0.01%
+982
375
$13K ﹤0.01%
262