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
$3.27B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$87.7M
3 +$87.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$62.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$58.9M

Top Sells

1 +$374M
2 +$104M
3 +$84.7M
4
MRGR icon
ProShares Merger ETF
MRGR
+$47.9M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$47.3M

Sector Composition

1 Financials 8.69%
2 Technology 7.17%
3 Consumer Discretionary 5.54%
4 Healthcare 5.26%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$1K ﹤0.01%
69
1202
$1K ﹤0.01%
93
1203
$1K ﹤0.01%
157
1204
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72
+64
1205
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+10
1206
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31
1207
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+66
1208
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+38
1209
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+24
1210
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28
1211
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+89
1212
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1213
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+52
1214
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+3
1215
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+8
1216
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1217
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3
1218
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+50
1219
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1220
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50
1221
$1K ﹤0.01%
+9
1222
$1K ﹤0.01%
338
1223
$1K ﹤0.01%
2
1224
$1K ﹤0.01%
9
-187
1225
$1K ﹤0.01%
21
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