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
$1.67B
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Sells

1 +$350M
2 +$32.7M
3 +$17M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$16.3M
5
ABT icon
Abbott
ABT
+$11.1M

Sector Composition

1 Financials 6.18%
2 Technology 4.81%
3 Industrials 4.04%
4 Healthcare 3.97%
5 Energy 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$5K ﹤0.01%
+108
702
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428
703
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+294
704
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707
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708
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709
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710
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711
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719
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721
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350
722
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+14
723
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462
724
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+23
725
$4K ﹤0.01%
50