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
401
$104K ﹤0.01%
3,954
402
$103K ﹤0.01%
2,433
+51
403
$102K ﹤0.01%
1,162
+107
404
$102K ﹤0.01%
1,462
+515
405
$101K ﹤0.01%
12,550
+182
406
$98.4K ﹤0.01%
3,674
+204
407
$97.3K ﹤0.01%
1,293
+754
408
$96.7K ﹤0.01%
4,180
-70
409
$96.5K ﹤0.01%
904
-104
410
$96.1K ﹤0.01%
1,030
+462
411
$94.8K ﹤0.01%
234
+22
412
$94.3K ﹤0.01%
500
413
$94.3K ﹤0.01%
313
-29
414
$93.9K ﹤0.01%
541
-20
415
$93.1K ﹤0.01%
1,358
+22
416
$92.7K ﹤0.01%
2,582
-195
417
$92.2K ﹤0.01%
552
-109,929
418
$91.9K ﹤0.01%
1,215
-139
419
$91.3K ﹤0.01%
4,033
-139
420
$90.1K ﹤0.01%
1,041
-112
421
$90K ﹤0.01%
2,318
-6,934
422
$89.5K ﹤0.01%
1,523
+247
423
$89.2K ﹤0.01%
11,381
424
$89.2K ﹤0.01%
2,646
-74
425
$89.2K ﹤0.01%
513
-46