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
$3.88B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,921
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.73%
2 Technology 9.05%
3 Healthcare 7.1%
4 Consumer Discretionary 5.04%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$124K ﹤0.01%
6,644
+13
377
$123K ﹤0.01%
2,747
378
$123K ﹤0.01%
25,811
+6,098
379
$123K ﹤0.01%
277
-36
380
$122K ﹤0.01%
5,838
+94
381
$119K ﹤0.01%
1,634
+126
382
$118K ﹤0.01%
3,347
-162
383
$114K ﹤0.01%
4,118
-440,031
384
$113K ﹤0.01%
2,824
-216
385
$113K ﹤0.01%
4,910
-2,453
386
$112K ﹤0.01%
5,882
387
$112K ﹤0.01%
2,686
+159
388
$112K ﹤0.01%
455
+15
389
$112K ﹤0.01%
3,557
390
$111K ﹤0.01%
5,904
391
$110K ﹤0.01%
943
+2
392
$109K ﹤0.01%
6,083
-377,810
393
$109K ﹤0.01%
606
+73
394
$108K ﹤0.01%
4,148
-408,716
395
$108K ﹤0.01%
5,403
-355
396
$108K ﹤0.01%
2,695
-350,742
397
$105K ﹤0.01%
1,373
-463
398
$105K ﹤0.01%
925
-205
399
$105K ﹤0.01%
268
+15
400
$104K ﹤0.01%
4,055
-137