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
$3.67B
AUM Growth
+$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,679
New
Increased
Reduced
Closed

Top Sells

1 +$61.7M
2 +$48.8M
3 +$37.8M
4
IBB icon
iShares Biotechnology ETF
IBB
+$34.9M
5
ANGL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$309 ﹤0.01%
+9
1327
$303 ﹤0.01%
23
1328
$302 ﹤0.01%
+19
1329
$300 ﹤0.01%
32
1330
$299 ﹤0.01%
10
+5
1331
$298 ﹤0.01%
8
-11
1332
$296 ﹤0.01%
24
1333
$295 ﹤0.01%
+9
1334
$295 ﹤0.01%
26
1335
$292 ﹤0.01%
+10
1336
$291 ﹤0.01%
5
1337
$287 ﹤0.01%
5
1338
$281 ﹤0.01%
+3
1339
$279 ﹤0.01%
50
1340
$273 ﹤0.01%
66
1341
$271 ﹤0.01%
9
1342
$268 ﹤0.01%
1
1343
$267 ﹤0.01%
+7
1344
$265 ﹤0.01%
+2
1345
$264 ﹤0.01%
+17
1346
$262 ﹤0.01%
5
-211
1347
$260 ﹤0.01%
+12
1348
$260 ﹤0.01%
+4
1349
$258 ﹤0.01%
49
1350
$257 ﹤0.01%
4