GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
+7.03%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$3.08B
AUM Growth
+$719M
(+31%)
Cap. Flow
+$389M
Cap. Flow
% of AUM
12.65%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
1,365
New
154
Increased
304
Reduced
339
Closed
150
Top Buys
| 1 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$432M |
| 2 |
ProShares Russell 2000 Dividend Growers ETF
SMDV
|
+$92.8M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$69.8M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$69.1M |
| 5 |
Invesco S&P 500 Equal Weight Financials ETF
RSPF
|
+$56.4M |
Top Sells
Sector Composition
| 1 | Financials | 7.1% |
| 2 | Technology | 6.35% |
| 3 | Healthcare | 5.09% |
| 4 | Industrials | 5% |
| 5 | Consumer Discretionary | 3.94% |
