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
$3.17B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1 +$31.7M
2 +$28M
3 +$25.4M
4
EXR icon
Extra Space Storage
EXR
+$25.2M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$24.6M

Sector Composition

1 Financials 8.97%
2 Technology 7.65%
3 Healthcare 6.15%
4 Consumer Discretionary 4.94%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$16.5K ﹤0.01%
636
-96
727
$16.4K ﹤0.01%
184
-110
728
$16.3K ﹤0.01%
583
-158
729
$16K ﹤0.01%
351
-451
730
$15.8K ﹤0.01%
29
-3
731
$15.8K ﹤0.01%
+348
732
$15.6K ﹤0.01%
336
733
$15.6K ﹤0.01%
634
+204
734
$15.6K ﹤0.01%
955
+130
735
$15.2K ﹤0.01%
145
-430
736
$15.1K ﹤0.01%
229
737
$15K ﹤0.01%
113
738
$15K ﹤0.01%
313
739
$14.9K ﹤0.01%
95
740
$14.9K ﹤0.01%
94
-22
741
$14.9K ﹤0.01%
214
+105
742
$14.7K ﹤0.01%
332
743
$14.6K ﹤0.01%
756
744
$14.4K ﹤0.01%
28
-31
745
$14.3K ﹤0.01%
840
746
$14.3K ﹤0.01%
125
747
$14.2K ﹤0.01%
+1,000
748
$14.1K ﹤0.01%
396
+337
749
$13.9K ﹤0.01%
80
+43
750
$13.9K ﹤0.01%
171
+103