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
1301
$1K ﹤0.01%
+15
1302
$1K ﹤0.01%
+13
1303
$1K ﹤0.01%
+11
1304
$1K ﹤0.01%
80
1305
$1K ﹤0.01%
22
-38
1306
$1K ﹤0.01%
+6
1307
$1K ﹤0.01%
+58
1308
$1K ﹤0.01%
72
1309
$1K ﹤0.01%
12
1310
$1K ﹤0.01%
76
1311
$1K ﹤0.01%
+143
1312
$1K ﹤0.01%
175
1313
$1K ﹤0.01%
+16
1314
$1K ﹤0.01%
33
1315
$1K ﹤0.01%
31
1316
$1K ﹤0.01%
33
1317
$1K ﹤0.01%
+32
1318
$1K ﹤0.01%
13
-14
1319
$1K ﹤0.01%
16
-32
1320
$1K ﹤0.01%
10
-8
1321
$1K ﹤0.01%
+162
1322
$1K ﹤0.01%
10
-168
1323
$1K ﹤0.01%
15
1324
$1K ﹤0.01%
7
1325
$1K ﹤0.01%
6
-19
51 52
53
54 55