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
$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

Top Sells

1 +$374M
2 +$104M
3 +$84.7M
4
MRGR icon
ProShares Merger ETF
MRGR
+$47.9M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$47.3M

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
876
$7K ﹤0.01%
138
+123
877
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100
878
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+161
879
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+262
880
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260
881
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390
882
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+148
883
$7K ﹤0.01%
+2,445
884
$7K ﹤0.01%
60
885
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138
+24
886
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202
887
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261
888
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889
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+149
890
$7K ﹤0.01%
260
891
$7K ﹤0.01%
228
892
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+226
893
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159
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894
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50
895
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73
896
$7K ﹤0.01%
130
897
$6K ﹤0.01%
+246
898
$6K ﹤0.01%
700
899
$6K ﹤0.01%
100
900
$6K ﹤0.01%
527
+200