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
$3.67B
AUM Growth
+$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,679
New
Increased
Reduced
Closed

Top Sells

1 +$61.7M
2 +$48.8M
3 +$37.8M
4
IBB icon
iShares Biotechnology ETF
IBB
+$34.9M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$26.8M

Sector Composition

1 Financials 9.19%
2 Technology 8.68%
3 Healthcare 6.56%
4 Consumer Discretionary 4.41%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$17.9K ﹤0.01%
1,122
702
$17.8K ﹤0.01%
119
+65
703
$17.6K ﹤0.01%
825
-130
704
$17.5K ﹤0.01%
+1,436
705
$17.3K ﹤0.01%
195
706
$17.3K ﹤0.01%
214
707
$17K ﹤0.01%
393
708
$17K ﹤0.01%
348
709
$16.9K ﹤0.01%
291
-26
710
$16.9K ﹤0.01%
313
711
$16.9K ﹤0.01%
941
712
$16.9K ﹤0.01%
222
713
$16K ﹤0.01%
353
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714
$16K ﹤0.01%
416
-999
715
$16K ﹤0.01%
674
716
$16K ﹤0.01%
108
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717
$15.9K ﹤0.01%
184
718
$15.9K ﹤0.01%
313
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719
$15.8K ﹤0.01%
113
-18
720
$15.5K ﹤0.01%
660
-183,760
721
$15.5K ﹤0.01%
56
-59
722
$15.4K ﹤0.01%
61
723
$15.3K ﹤0.01%
1,514
-3,028
724
$15.2K ﹤0.01%
756
725
$15K ﹤0.01%
396