GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1 +$26.1K
2 +$615

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$0 ﹤0.01%
13
1202
0
1203
$0 ﹤0.01%
2
-5
1204
$0 ﹤0.01%
1
1205
$0 ﹤0.01%
26
1206
$0 ﹤0.01%
2
1207
$0 ﹤0.01%
2
1208
$0 ﹤0.01%
11
1209
$0 ﹤0.01%
12
1210
$0 ﹤0.01%
82
1211
$0 ﹤0.01%
90
1212
$0 ﹤0.01%
50
1213
0