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
$1.95B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$45.5M
3
+$20.9M
4
MBB icon
iShares MBS ETF
MBB
+$18.1M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$11.2M

Top Sells

1
+$41.5M
2
+$30.9M
3
+$16.5M
4
LDOS icon
Leidos
LDOS
+$9.93M
5
PAYX icon
Paychex
PAYX
+$8.93M

Sector Composition

1 Financials 6.46%
2 Consumer Discretionary 4.4%
3 Healthcare 4.23%
4 Industrials 4.06%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
86
877
$2K ﹤0.01%
20
878
$2K ﹤0.01%
5
879
$2K ﹤0.01%
+76
880
$2K ﹤0.01%
+30
881
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13
882
$2K ﹤0.01%
60
883
$2K ﹤0.01%
+56
884
$2K ﹤0.01%
+10
885
$2K ﹤0.01%
+8
886
$2K ﹤0.01%
222
887
$2K ﹤0.01%
+25
888
$2K ﹤0.01%
81
889
$2K ﹤0.01%
+123
890
$2K ﹤0.01%
30
891
$2K ﹤0.01%
36
892
$2K ﹤0.01%
50
893
$2K ﹤0.01%
+32
894
$2K ﹤0.01%
144
895
$2K ﹤0.01%
+110
896
$2K ﹤0.01%
29
897
$2K ﹤0.01%
+29
898
$2K ﹤0.01%
+49
899
$2K ﹤0.01%
+13
900
$2K ﹤0.01%
+200
34 35
36
37 38