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
$3.88B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,921
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.73%
2 Technology 9.05%
3 Healthcare 7.1%
4 Consumer Discretionary 5.04%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$24.6K ﹤0.01%
4,085
652
$24.5K ﹤0.01%
704
-104
653
$24.5K ﹤0.01%
498
+150
654
$24.3K ﹤0.01%
1,249
-108
655
$24.2K ﹤0.01%
506
656
$24.1K ﹤0.01%
587
+586
657
$24.1K ﹤0.01%
1,444
+10
658
$23.8K ﹤0.01%
1,684
659
$23.8K ﹤0.01%
382
660
$23.7K ﹤0.01%
519
+19
661
$23.6K ﹤0.01%
503
662
$23.3K ﹤0.01%
219
663
$23.1K ﹤0.01%
+600
664
$22.8K ﹤0.01%
361
-642
665
$22.8K ﹤0.01%
301
666
$22.5K ﹤0.01%
101
667
$22.3K ﹤0.01%
228
+218
668
$22.2K ﹤0.01%
1,103
-1
669
$22.2K ﹤0.01%
235
+55
670
$22K ﹤0.01%
116
+6
671
$22K ﹤0.01%
236
+13
672
$22K ﹤0.01%
2,201
-41
673
$21.7K ﹤0.01%
332
+41
674
$21.6K ﹤0.01%
45
-3
675
$21.5K ﹤0.01%
2,071
+101