GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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 +$28.9M
2 +$23.3M
3 +$15.8M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

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
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1,000
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750
467
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140
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110