GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
-1.89%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$1.87B
AUM Growth
+$25.5M
(+1.4%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
51.69%
Holding
1,218
New
109
Increased
259
Reduced
252
Closed
182
Top Buys
Top Sells
| 1 |
EEHB
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
|
+$441M |
| 2 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
+$21.4M |
| 3 |
Brinker International
EAT
|
+$11.9M |
| 4 |
Phillips 66
PSX
|
+$10.6M |
| 5 |
Simon Property Group
SPG
|
+$8.72M |
Sector Composition
| 1 | Financials | 5.13% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Technology | 4.09% |
| 4 | Healthcare | 3.96% |
| 5 | Industrials | 3.21% |
