GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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 +$378M
2 +$32.6M
3 +$17.9M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$17.3M
5
ABT icon
Abbott
ABT
+$10.8M

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
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722
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+23