GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.65%
2 Real Estate 2.91%
3 Consumer Staples 2.73%
4 Communication Services 2.62%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1K ﹤0.01%
+43
402
$1K ﹤0.01%
+7
403
$1K ﹤0.01%
+64
404
$1K ﹤0.01%
+15
405
$1K ﹤0.01%
+28
406
$1K ﹤0.01%
+5
407
$1K ﹤0.01%
+14
408
$1K ﹤0.01%
+5
409
$1K ﹤0.01%
+49
410
$1K ﹤0.01%
+52
411
$1K ﹤0.01%
+24
412
$1K ﹤0.01%
+24
413
$1K ﹤0.01%
+42
414
$1K ﹤0.01%
+19
415
$1K ﹤0.01%
+30
416
$1K ﹤0.01%
+23
417
$1K ﹤0.01%
+34
418
$1K ﹤0.01%
+52
419
$1K ﹤0.01%
+151
420
$1K ﹤0.01%
+39
421
$1K ﹤0.01%
+33
422
$1K ﹤0.01%
+26
423
$1K ﹤0.01%
+54
424
$1K ﹤0.01%
+44
425
$1K ﹤0.01%
+12