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
$4.14B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.41%
2 Technology 9.18%
3 Healthcare 7.21%
4 Consumer Discretionary 6.37%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$148K ﹤0.01%
4,056
-1,133
377
$147K ﹤0.01%
660
+215
378
$146K ﹤0.01%
2,238
+515
379
$145K ﹤0.01%
3,396
380
$143K ﹤0.01%
4,280
+12
381
$139K ﹤0.01%
7,520
382
$139K ﹤0.01%
2,133
+1,529
383
$139K ﹤0.01%
2,486
+24
384
$138K ﹤0.01%
1,038
-5,559
385
$137K ﹤0.01%
960
+100
386
$136K ﹤0.01%
1,023
-5
387
$135K ﹤0.01%
3,759
+485
388
$134K ﹤0.01%
670
+25
389
$130K ﹤0.01%
11,465
-94
390
$127K ﹤0.01%
6,631
391
$126K ﹤0.01%
260
+15
392
$126K ﹤0.01%
1,570
393
$125K ﹤0.01%
3,347
394
$123K ﹤0.01%
5,669
-80
395
$123K ﹤0.01%
268
396
$123K ﹤0.01%
1,184
+19
397
$121K ﹤0.01%
4,818
-2,019
398
$121K ﹤0.01%
21,284
-4,527
399
$120K ﹤0.01%
4,035
-1,515
400
$120K ﹤0.01%
2,686