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
$3.67B
AUM Growth
+$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,679
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$63.6M
3
+$51M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$36.9M
5
GBUY
Goldman Sachs Future Consumer Equity ETF
GBUY
+$36.4M

Top Sells

1
+$61.7M
2
+$48.8M
3
+$37.8M
4
IBB icon
iShares Biotechnology ETF
IBB
+$34.9M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$26.8M

Sector Composition

1 Financials 9.19%
2 Technology 8.68%
3 Healthcare 6.56%
4 Consumer Discretionary 4.41%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$7.41K ﹤0.01%
1,510
877
$7.4K ﹤0.01%
77
-36
878
$7.29K ﹤0.01%
29
-1
879
$7.18K ﹤0.01%
96
+45
880
$7.16K ﹤0.01%
335
881
$7.12K ﹤0.01%
1,663
882
$7.1K ﹤0.01%
352
883
$7.06K ﹤0.01%
336
-106
884
$7.06K ﹤0.01%
215
+110
885
$7.04K ﹤0.01%
468
886
$6.95K ﹤0.01%
104
887
$6.89K ﹤0.01%
10
888
$6.83K ﹤0.01%
200
889
$6.78K ﹤0.01%
+100
890
$6.7K ﹤0.01%
95
+28
891
$6.65K ﹤0.01%
1,046
+62
892
$6.63K ﹤0.01%
55
-54
893
$6.61K ﹤0.01%
1,129
+929
894
$6.57K ﹤0.01%
817
-3
895
$6.54K ﹤0.01%
67
896
$6.51K ﹤0.01%
190
897
$6.47K ﹤0.01%
616
898
$6.44K ﹤0.01%
61
899
$6.37K ﹤0.01%
+185
900
$6.31K ﹤0.01%
169
-471
34 35
36
37 38