GI
Gradient Investments Portfolio holdings
AUM
$5.47B
This Quarter Return
+3.91%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$376M
AUM Growth
+$58.6M
(+18%)
Cap. Flow
+$47.5M
Cap. Flow
% of AUM
12.63%
Top 10 Holdings %
Top 10 Hldgs %
38.17%
Holding
735
New
186
Increased
187
Reduced
87
Closed
149
Top Buys
Top Sells
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$1.97M |
| 2 |
GE Aerospace
GE
|
$1.92M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.91M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.77M |
| 5 |
UNS
UNS ENERGY CORP COM
UNS
|
$1.77M |
Sector Composition
| 1 | Communication Services | 3.43% |
| 2 | Industrials | 3.42% |
| 3 | Consumer Discretionary | 3.26% |
| 4 | Consumer Staples | 3.19% |
| 5 | Real Estate | 2.83% |
