GI
Gradient Investments Portfolio holdings
AUM
$6.3B
1-Year Est. Return
17.19%
This Fund
S&P 500
1 Year Est. Return
+17.19%
AUM
$4.8B
AUM Growth
+$346M
(+7.8%)
Holding
1,385
Top Buys
| 1 | +$141M | |
| 2 | +$71.6M | |
| 3 | +$69M | |
| 4 |
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
|
+$49.9M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$35.2M |
Top Sells
| 1 | +$82.2M | |
| 2 | +$59.3M | |
| 3 | +$32.6M | |
| 4 |
Cigna
CI
|
+$19.1M |
| 5 |
DoubleLine Mortgage ETF
DMBS
|
+$17.7M |
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Financials | 6.93% |
| 3 | Healthcare | 6.71% |
| 4 | Consumer Discretionary | 5.2% |
| 5 | Consumer Staples | 4.04% |