GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
+5.71%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$4.8B
AUM Growth
+$346M
(+7.8%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
25.13%
Holding
1,385
New
8
Increased
129
Reduced
152
Closed
1,072
Top Buys
Top Sells
| 1 |
Innovator US Equity Buffer ETF February
BFEB
|
+$84M |
| 2 |
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
|
+$60.5M |
| 3 |
Automatic Data Processing
ADP
|
+$34.5M |
| 4 |
Cigna
CI
|
+$19.3M |
| 5 |
DoubleLine Mortgage ETF
DMBS
|
+$18M |
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Financials | 6.93% |
| 3 | Healthcare | 6.71% |
| 4 | Consumer Discretionary | 5.2% |
| 5 | Consumer Staples | 4.04% |
