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
$3.79B
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,943
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10%
2 Technology 8.73%
3 Healthcare 7.22%
4 Consumer Discretionary 4.98%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$1.51K ﹤0.01%
21
1252
$1.5K ﹤0.01%
34
-100
1253
$1.5K ﹤0.01%
42
-30
1254
$1.5K ﹤0.01%
1,000
1255
$1.5K ﹤0.01%
8
-6
1256
$1.5K ﹤0.01%
38
+22
1257
$1.49K ﹤0.01%
+215
1258
$1.49K ﹤0.01%
53
-269
1259
$1.48K ﹤0.01%
79
1260
$1.48K ﹤0.01%
10
+5
1261
$1.47K ﹤0.01%
65
1262
$1.47K ﹤0.01%
1
1263
$1.46K ﹤0.01%
80
1264
$1.46K ﹤0.01%
47
1265
$1.46K ﹤0.01%
244
1266
$1.43K ﹤0.01%
54
1267
$1.43K ﹤0.01%
76
1268
$1.43K ﹤0.01%
57
1269
$1.42K ﹤0.01%
8
1270
$1.41K ﹤0.01%
17
1271
$1.41K ﹤0.01%
157
1272
$1.41K ﹤0.01%
45
1273
$1.4K ﹤0.01%
+72
1274
$1.4K ﹤0.01%
33
1275
$1.4K ﹤0.01%
+24