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
951
$1K ﹤0.01%
+28
952
$1K ﹤0.01%
24
953
$1K ﹤0.01%
8
954
$1K ﹤0.01%
+8
955
$1K ﹤0.01%
+45
956
$1K ﹤0.01%
42
957
$1K ﹤0.01%
9
958
$1K ﹤0.01%
7
959
$1K ﹤0.01%
145
960
$1K ﹤0.01%
+5
961
$1K ﹤0.01%
+20
962
$1K ﹤0.01%
28
963
$1K ﹤0.01%
29
964
$1K ﹤0.01%
+7
965
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59
966
$1K ﹤0.01%
+30
967
$1K ﹤0.01%
27
968
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13
969
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30
970
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85
971
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15
972
$1K ﹤0.01%
22
973
$1K ﹤0.01%
+8
974
$1K ﹤0.01%
+20
975
$1K ﹤0.01%
10
37 38
39
40 41