GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$87.7M
3 +$87.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$62.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$58.9M

Sector Composition

1 Financials 8.69%
2 Technology 7.17%
3 Consumer Discretionary 5.54%
4 Healthcare 5.26%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$13K ﹤0.01%
840
-85
752
$13K ﹤0.01%
+1,195
753
$13K ﹤0.01%
1,003
+1
754
$13K ﹤0.01%
+379
755
$13K ﹤0.01%
545
756
$13K ﹤0.01%
266
+182
757
$13K ﹤0.01%
695
+512
758
$13K ﹤0.01%
274
+1
759
$12K ﹤0.01%
+283
760
$12K ﹤0.01%
+412
761
$12K ﹤0.01%
+441
762
$12K ﹤0.01%
300
+20
763
$12K ﹤0.01%
740
764
$12K ﹤0.01%
332
765
$12K ﹤0.01%
+803
766
$12K ﹤0.01%
153
767
$12K ﹤0.01%
172
768
$12K ﹤0.01%
100
769
$12K ﹤0.01%
516
+116
770
$11K ﹤0.01%
92
771
$11K ﹤0.01%
+284
772
$11K ﹤0.01%
262
773
$11K ﹤0.01%
407
774
$11K ﹤0.01%
48
775
$11K ﹤0.01%
409