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
1226
$1K ﹤0.01%
25
1227
$1K ﹤0.01%
110
1228
$1K ﹤0.01%
24
1229
$1K ﹤0.01%
+98
1230
$1K ﹤0.01%
15
1231
$1K ﹤0.01%
+24
1232
$1K ﹤0.01%
6
1233
$1K ﹤0.01%
+141
1234
$1K ﹤0.01%
+9
1235
$1K ﹤0.01%
16
1236
$1K ﹤0.01%
99
1237
$1K ﹤0.01%
26
1238
$1K ﹤0.01%
23
1239
$1K ﹤0.01%
100
1240
$1K ﹤0.01%
35
1241
$1K ﹤0.01%
+22
1242
$1K ﹤0.01%
100
1243
$1K ﹤0.01%
75
1244
$1K ﹤0.01%
1
1245
$1K ﹤0.01%
88
1246
$1K ﹤0.01%
+62
1247
$1K ﹤0.01%
+196
1248
$1K ﹤0.01%
40
1249
$1K ﹤0.01%
163
1250
$1K ﹤0.01%
+31