GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$750M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1 +$23.9M
2 +$20M
3 +$17.4M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$16.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12.4M

Sector Composition

1 Real Estate 3.49%
2 Technology 3.3%
3 Industrials 3.28%
4 Consumer Discretionary 3.23%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$4K ﹤0.01%
+322
527
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+152
528
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200
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531
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533
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541
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125
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200
548
$3K ﹤0.01%
+137
549
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121
+117
550
$3K ﹤0.01%
+30