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
$1.14B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1 +$33.9M
2 +$29.9M
3 +$13.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.89M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$6.31M

Top Sells

1 +$18.8M
2 +$10.1M
3 +$7.3M
4
PACW
PacWest Bancorp
PACW
+$6.35M
5
KSS icon
Kohl's
KSS
+$6.06M

Sector Composition

1 Consumer Staples 3.91%
2 Consumer Discretionary 3.8%
3 Healthcare 3.26%
4 Industrials 3.1%
5 Energy 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17K ﹤0.01%
138
+43
377
$17K ﹤0.01%
850
378
$16K ﹤0.01%
+860
379
$16K ﹤0.01%
410
380
$16K ﹤0.01%
465
381
$16K ﹤0.01%
+756
382
$16K ﹤0.01%
453
+45
383
$16K ﹤0.01%
+1,500
384
$16K ﹤0.01%
584
+446
385
$16K ﹤0.01%
2,374
386
$16K ﹤0.01%
534
387
$16K ﹤0.01%
600
388
$16K ﹤0.01%
+602
389
$16K ﹤0.01%
121
390
$15K ﹤0.01%
245
+16
391
$15K ﹤0.01%
348
392
$15K ﹤0.01%
304
-103
393
$15K ﹤0.01%
824
-510
394
$15K ﹤0.01%
+322
395
$15K ﹤0.01%
140
-92
396
$15K ﹤0.01%
193
397
$15K ﹤0.01%
547
-70
398
$15K ﹤0.01%
1,000
399
$15K ﹤0.01%
419
-68
400
$14K ﹤0.01%
935
-585