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
$3.67B
AUM Growth
+$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,679
New
Increased
Reduced
Closed

Top Sells

1 +$61.7M
2 +$48.8M
3 +$37.8M
4
IBB icon
iShares Biotechnology ETF
IBB
+$34.9M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$26.8M

Sector Composition

1 Financials 9.19%
2 Technology 8.68%
3 Healthcare 6.56%
4 Consumer Discretionary 4.41%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15K ﹤0.01%
22
-7
727
$14.9K ﹤0.01%
180
728
$14.8K ﹤0.01%
257
729
$14.8K ﹤0.01%
226
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730
$14.8K ﹤0.01%
+6,400
731
$14.7K ﹤0.01%
530
-58
732
$14.7K ﹤0.01%
336
733
$14.6K ﹤0.01%
+620
734
$14.5K ﹤0.01%
912
-356
735
$14.3K ﹤0.01%
101
+100
736
$14.1K ﹤0.01%
332
737
$14.1K ﹤0.01%
245
-10
738
$13.9K ﹤0.01%
290
739
$13.7K ﹤0.01%
237
740
$13.7K ﹤0.01%
2,185
741
$13.7K ﹤0.01%
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-22
742
$13.6K ﹤0.01%
337
743
$13.5K ﹤0.01%
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744
$13.5K ﹤0.01%
575
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$13.5K ﹤0.01%
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746
$13.5K ﹤0.01%
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747
$13.3K ﹤0.01%
300
748
$13.3K ﹤0.01%
420
749
$13.3K ﹤0.01%
687
+11
750
$13.2K ﹤0.01%
545