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
1176
$1.22K ﹤0.01%
35
-634
1177
$1.2K ﹤0.01%
22
1178
$1.19K ﹤0.01%
226
1179
$1.19K ﹤0.01%
15
1180
$1.18K ﹤0.01%
87
1181
$1.18K ﹤0.01%
12
1182
$1.17K ﹤0.01%
3
1183
$1.17K ﹤0.01%
30
1184
$1.16K ﹤0.01%
42
1185
$1.15K ﹤0.01%
63
+50
1186
$1.14K ﹤0.01%
93
1187
$1.13K ﹤0.01%
17
-5
1188
$1.13K ﹤0.01%
25
1189
$1.13K ﹤0.01%
9
+5
1190
$1.12K ﹤0.01%
17
-300
1191
$1.11K ﹤0.01%
244
1192
$1.11K ﹤0.01%
29
+6
1193
$1.1K ﹤0.01%
15
1194
$1.1K ﹤0.01%
21
+18
1195
$1.08K ﹤0.01%
23
+18
1196
$1.07K ﹤0.01%
137
+37
1197
$1.05K ﹤0.01%
30
1198
$1.04K ﹤0.01%
32
1199
$1.04K ﹤0.01%
5
1200
$1.04K ﹤0.01%
23
46 47
48
49 50