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
$1.14B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1 +$33.9M
2 +$29.9M
3 +$13.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.89M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$6.31M

Top Sells

1 +$18.8M
2 +$10.1M
3 +$7.3M
4
PACW
PacWest Bancorp
PACW
+$6.35M
5
KSS icon
Kohl's
KSS
+$6.06M

Sector Composition

1 Consumer Staples 3.91%
2 Consumer Discretionary 3.8%
3 Healthcare 3.26%
4 Industrials 3.1%
5 Energy 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5K ﹤0.01%
293
552
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553
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243
554
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83
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81
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174
+143
557
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+200
558
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+110
561
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200
-35
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43
-1,588
563
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564
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325
565
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91
566
$5K ﹤0.01%
129
567
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+255
568
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288
569
$4K ﹤0.01%
+84
570
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126
571
$4K ﹤0.01%
379
572
$4K ﹤0.01%
89
-51
573
$4K ﹤0.01%
200
574
$4K ﹤0.01%
104
575
$4K ﹤0.01%
+118