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
$3.17B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1 +$31.7M
2 +$28M
3 +$25.4M
4
EXR icon
Extra Space Storage
EXR
+$25.2M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$24.6M

Sector Composition

1 Financials 8.97%
2 Technology 7.65%
3 Healthcare 6.15%
4 Consumer Discretionary 4.94%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$94.4K ﹤0.01%
2,428
-29
402
$94.2K ﹤0.01%
7,405
-558
403
$94K ﹤0.01%
+4,137
404
$93.2K ﹤0.01%
5,120
405
$92.3K ﹤0.01%
4,879
+824
406
$90.5K ﹤0.01%
483
-35
407
$90.2K ﹤0.01%
3,639
+169
408
$89.8K ﹤0.01%
6,367
-1,466
409
$89.1K ﹤0.01%
635
+29
410
$86.3K ﹤0.01%
1,295
+480
411
$86K ﹤0.01%
2,491
+2,056
412
$85.9K ﹤0.01%
1,307
413
$84.9K ﹤0.01%
181
-10
414
$84.6K ﹤0.01%
2,223
+2,208
415
$83.4K ﹤0.01%
1,108
-426
416
$82.8K ﹤0.01%
1,500
417
$82.7K ﹤0.01%
6,814
418
$82K ﹤0.01%
5,904
419
$81.6K ﹤0.01%
474
-36
420
$81K ﹤0.01%
368
+20
421
$80.6K ﹤0.01%
500
422
$80.2K ﹤0.01%
1,292
+184
423
$79.8K ﹤0.01%
1,111
+415
424
$79.6K ﹤0.01%
2,606
-260
425
$79.3K ﹤0.01%
945
+606