GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
-3.24%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$3.89B
AUM Growth
-$52M
(-1.3%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
37.53%
Holding
1,405
New
101
Increased
280
Reduced
335
Closed
149
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$396M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$67.8M |
| 3 |
iShares Global REIT ETF
REET
|
+$51.9M |
| 4 |
iShares MBS ETF
MBB
|
+$45.3M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$40.4M |
Sector Composition
| 1 | Technology | 8.72% |
| 2 | Financials | 7.07% |
| 3 | Healthcare | 6.36% |
| 4 | Consumer Discretionary | 4.77% |
| 5 | Industrials | 4.71% |
