GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1 +$26.1K
2 +$615

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
248
727
$9K ﹤0.01%
61
-61
728
$9K ﹤0.01%
220
729
$9K ﹤0.01%
478
730
$9K ﹤0.01%
379
731
$9K ﹤0.01%
447
732
$8K ﹤0.01%
100
733
$8K ﹤0.01%
350
734
$8K ﹤0.01%
47
-47
735
$8K ﹤0.01%
100
736
$8K ﹤0.01%
1,351
737
$8K ﹤0.01%
181
738
$8K ﹤0.01%
200
739
$8K ﹤0.01%
902
740
$8K ﹤0.01%
424
741
$8K ﹤0.01%
200
742
$8K ﹤0.01%
200
743
$8K ﹤0.01%
59
744
$8K ﹤0.01%
311
745
$8K ﹤0.01%
153
746
$8K ﹤0.01%
941
747
$8K ﹤0.01%
409
748
$8K ﹤0.01%
240
749
$7K ﹤0.01%
12
750
$7K ﹤0.01%
260