GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
+3.79%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$3.67B
AUM Growth
+$495M
(+16%)
Cap. Flow
+$362M
Cap. Flow
% of AUM
9.87%
Top 10 Holdings %
Top 10 Hldgs %
30.31%
Holding
1,679
New
181
Increased
369
Reduced
395
Closed
173
Top Buys
Top Sells
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$61.7M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$48.8M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$37.8M |
| 4 |
iShares Biotechnology ETF
IBB
|
+$34.9M |
| 5 |
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% |
