GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
+1.62%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$1.57B
AUM Growth
+$140M
(+9.8%)
Cap. Flow
+$82M
Cap. Flow
% of AUM
5.24%
Top 10 Holdings %
Top 10 Hldgs %
52.63%
Holding
866
New
10
Increased
172
Reduced
42
Closed
635
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$18.9M |
| 2 |
Amgen
AMGN
|
$7.42M |
| 3 |
3M
MMM
|
$7.17M |
| 4 |
CF Industries
CF
|
$6.7M |
| 5 |
Foot Locker
FL
|
$6.64M |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Consumer Discretionary | 3.97% |
| 3 | Healthcare | 3.42% |
| 4 | Energy | 3.38% |
| 5 | Consumer Staples | 2.31% |
