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
951
$4.96K ﹤0.01%
138
952
$4.96K ﹤0.01%
98
953
$4.96K ﹤0.01%
+100
954
$4.95K ﹤0.01%
131
955
$4.92K ﹤0.01%
317
956
$4.88K ﹤0.01%
64
957
$4.86K ﹤0.01%
112
+10
958
$4.86K ﹤0.01%
35
959
$4.83K ﹤0.01%
1,824
-53
960
$4.81K ﹤0.01%
69
+20
961
$4.75K ﹤0.01%
110
962
$4.75K ﹤0.01%
301
963
$4.69K ﹤0.01%
91
964
$4.69K ﹤0.01%
104
-315
965
$4.68K ﹤0.01%
260
966
$4.67K ﹤0.01%
250
967
$4.67K ﹤0.01%
21
+10
968
$4.65K ﹤0.01%
39
969
$4.62K ﹤0.01%
+99
970
$4.62K ﹤0.01%
13
971
$4.58K ﹤0.01%
176
-166
972
$4.57K ﹤0.01%
+657
973
$4.57K ﹤0.01%
900
974
$4.52K ﹤0.01%
237
975
$4.37K ﹤0.01%
160
37 38
39
40 41