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
$3.17B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1 +$31.7M
2 +$28M
3 +$25.4M
4
EXR icon
Extra Space Storage
EXR
+$25.2M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$24.6M

Sector Composition

1 Financials 8.97%
2 Technology 7.65%
3 Healthcare 6.15%
4 Consumer Discretionary 4.94%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$214 ﹤0.01%
12
1377
$214 ﹤0.01%
13
1378
$212 ﹤0.01%
5
1379
$212 ﹤0.01%
+8
1380
$211 ﹤0.01%
4
1381
$206 ﹤0.01%
26
1382
$205 ﹤0.01%
+1
1383
$201 ﹤0.01%
+4
1384
$199 ﹤0.01%
+2
1385
$198 ﹤0.01%
10
1386
$196 ﹤0.01%
61
1387
$194 ﹤0.01%
42
1388
$187 ﹤0.01%
530
1389
$186 ﹤0.01%
+6
1390
$184 ﹤0.01%
80
1391
$183 ﹤0.01%
20
-28
1392
$183 ﹤0.01%
6
-26
1393
$180 ﹤0.01%
6
1394
$180 ﹤0.01%
1
1395
$180 ﹤0.01%
+16
1396
$176 ﹤0.01%
10
1397
$175 ﹤0.01%
4
-100
1398
$174 ﹤0.01%
62
1399
$169 ﹤0.01%
8
1400
$168 ﹤0.01%
18