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
$3.79B
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,943
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10%
2 Technology 8.73%
3 Healthcare 7.22%
4 Consumer Discretionary 4.98%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$17.2K ﹤0.01%
804
+148
702
$17.2K ﹤0.01%
101
703
$17.1K ﹤0.01%
160
704
$17K ﹤0.01%
2,348
-165
705
$16.6K ﹤0.01%
1,372
706
$16.6K ﹤0.01%
393
707
$16.5K ﹤0.01%
386
+3
708
$16.4K ﹤0.01%
61
709
$16.4K ﹤0.01%
790
+276
710
$16.3K ﹤0.01%
+200
711
$16.3K ﹤0.01%
987
-1,336
712
$16.2K ﹤0.01%
409
713
$16.2K ﹤0.01%
113
714
$16.1K ﹤0.01%
1,835
-167
715
$16.1K ﹤0.01%
61
-13
716
$16.1K ﹤0.01%
126
+52
717
$16K ﹤0.01%
96
-6
718
$16K ﹤0.01%
100
719
$15.9K ﹤0.01%
530
720
$15.9K ﹤0.01%
353
721
$15.8K ﹤0.01%
912
722
$15.8K ﹤0.01%
211
723
$15.8K ﹤0.01%
221
-80
724
$15.5K ﹤0.01%
352
725
$15.5K ﹤0.01%
219