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
$750M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$19.7M
3 +$17.2M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$15.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12.3M

Sector Composition

1 Real Estate 3.49%
2 Technology 3.3%
3 Industrials 3.28%
4 Consumer Discretionary 3.23%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
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-837
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421
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422
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308
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425
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