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
$3.79B
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,943
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10%
2 Technology 8.73%
3 Healthcare 7.22%
4 Consumer Discretionary 4.98%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$91.4K ﹤0.01%
3,487
-187
402
$91.4K ﹤0.01%
4,865
+746
403
$91K ﹤0.01%
1,311
-323
404
$90.4K ﹤0.01%
2,190
+1,035
405
$89.3K ﹤0.01%
445
-230
406
$87.8K ﹤0.01%
2,917
+1,812
407
$87.6K ﹤0.01%
232
-2
408
$87.2K ﹤0.01%
2,500
409
$86.7K ﹤0.01%
134
+92
410
$85.8K ﹤0.01%
12,550
411
$85.6K ﹤0.01%
2,809
-827
412
$85.4K ﹤0.01%
2,934
+2,856
413
$84.8K ﹤0.01%
1,028
-13
414
$84.8K ﹤0.01%
587
+465
415
$84.5K ﹤0.01%
5,882
416
$84K ﹤0.01%
427
+337
417
$83.9K ﹤0.01%
3,654
-7,658
418
$83.8K ﹤0.01%
1,210
+975
419
$83.6K ﹤0.01%
2,436
-259
420
$83.6K ﹤0.01%
4,444
-959
421
$83.1K ﹤0.01%
3,995
-5,020
422
$81.8K ﹤0.01%
795
+593
423
$81.8K ﹤0.01%
944
+1
424
$81.6K ﹤0.01%
2,448
-134
425
$79.5K ﹤0.01%
1,100
-193