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
$669M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1 +$29M
2 +$23.2M
3 +$15.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.1M

Sector Composition

1 Industrials 4.24%
2 Technology 4.23%
3 Consumer Discretionary 3.84%
4 Utilities 3.48%
5 Real Estate 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7K ﹤0.01%
+242
452
$7K ﹤0.01%
146
453
$7K ﹤0.01%
108
454
$7K ﹤0.01%
155
455
$7K ﹤0.01%
367
+20
456
$7K ﹤0.01%
+135
457
$7K ﹤0.01%
108
458
$7K ﹤0.01%
54
+48
459
$6K ﹤0.01%
+75
460
$6K ﹤0.01%
152
461
$6K ﹤0.01%
+360
462
$6K ﹤0.01%
86
-185
463
$6K ﹤0.01%
+132
464
$6K ﹤0.01%
+25
465
$6K ﹤0.01%
750
466
$6K ﹤0.01%
+58
467
$6K ﹤0.01%
60
-28,240
468
$6K ﹤0.01%
+102
469
$6K ﹤0.01%
140
470
$6K ﹤0.01%
+194
471
$6K ﹤0.01%
1,000
472
$6K ﹤0.01%
424
473
$6K ﹤0.01%
+92
474
$6K ﹤0.01%
+178
475
$6K ﹤0.01%
110