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
$4.14B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.41%
2 Technology 9.18%
3 Healthcare 7.21%
4 Consumer Discretionary 6.37%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$15.5K ﹤0.01%
592
+562
752
$15.4K ﹤0.01%
822
-2,142
753
$15.4K ﹤0.01%
352
754
$15.3K ﹤0.01%
238
755
$15.3K ﹤0.01%
211
756
$15K ﹤0.01%
308
+1
757
$14.9K ﹤0.01%
273
+221
758
$14.9K ﹤0.01%
1,500
-1,400
759
$14.9K ﹤0.01%
113
+68
760
$14.9K ﹤0.01%
292
-24
761
$14.9K ﹤0.01%
530
762
$14.8K ﹤0.01%
597
-382
763
$14.7K ﹤0.01%
102
+1
764
$14.7K ﹤0.01%
88
+28
765
$14.5K ﹤0.01%
+669
766
$14.4K ﹤0.01%
+1,000
767
$14.4K ﹤0.01%
400
768
$14.3K ﹤0.01%
500
769
$14.3K ﹤0.01%
210
770
$14.3K ﹤0.01%
329
-24
771
$14.3K ﹤0.01%
82
+7
772
$14.1K ﹤0.01%
17
773
$14.1K ﹤0.01%
16
774
$14K ﹤0.01%
290
775
$14K ﹤0.01%
+1,000