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
1501
-375
1502
$0 ﹤0.01%
133
1503
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+2
1504
-80
1505
-4
1506
$0 ﹤0.01%
50
1507
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18
1508
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1509
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1510
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5
1511
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1512
$0 ﹤0.01%
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1513
$0 ﹤0.01%
1
1514
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3
1515
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1516
-500
1517
$0 ﹤0.01%
62
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1518
0
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1522
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4
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1524
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39
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$0 ﹤0.01%
+68