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
$4.14B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.41%
2 Technology 9.18%
3 Healthcare 7.21%
4 Consumer Discretionary 6.37%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$15 ﹤0.01%
1
1802
$14 ﹤0.01%
1
1803
$14 ﹤0.01%
2
1804
$14 ﹤0.01%
1
1805
$12 ﹤0.01%
2
1806
0
1807
0
1808
$10 ﹤0.01%
1
1809
0
1810
$8 ﹤0.01%
3
1811
$8 ﹤0.01%
1
1812
0
1813
0
1814
$6 ﹤0.01%
1
1815
0
1816
$6 ﹤0.01%
1
-1
1817
$5 ﹤0.01%
1
1818
$4 ﹤0.01%
1
1819
$4 ﹤0.01%
2
1820
$4 ﹤0.01%
1
1821
$4 ﹤0.01%
1
1822
$4 ﹤0.01%
1
1823
0
1824
$3 ﹤0.01%
1
1825
0