GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
+9.56%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$1.55B
AUM Growth
-$120M
(-7.2%)
Cap. Flow
-$277M
Cap. Flow
% of AUM
-17.91%
Top 10 Holdings %
Top 10 Hldgs %
44.66%
Holding
1,075
New
83
Increased
136
Reduced
340
Closed
162
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$68.8M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$62.5M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$45.8M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$42.7M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$41.5M |
Sector Composition
| 1 | Financials | 6.26% |
| 2 | Industrials | 4.05% |
| 3 | Technology | 3.95% |
| 4 | Energy | 3.47% |
| 5 | Healthcare | 3% |
