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
$1.67B
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$332M
2
+$17.8M
3
+$10.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$10M

Top Sells

1
+$350M
2
+$32.7M
3
+$17M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$16.3M
5
ABT icon
Abbott
ABT
+$11.1M

Sector Composition

1 Financials 6.18%
2 Technology 4.81%
3 Industrials 4.04%
4 Healthcare 3.97%
5 Energy 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$46K ﹤0.01%
2,940
-1,812
352
$46K ﹤0.01%
+1,850
353
$45K ﹤0.01%
1,106
-226,034
354
$45K ﹤0.01%
4,033
355
$44K ﹤0.01%
4,910
356
$44K ﹤0.01%
849
-131,100
357
$44K ﹤0.01%
3,318
358
$44K ﹤0.01%
+290
359
$43K ﹤0.01%
2,461
360
$43K ﹤0.01%
436
-344
361
$42K ﹤0.01%
639
-113
362
$42K ﹤0.01%
7,230
363
$41K ﹤0.01%
308
-64,396
364
$41K ﹤0.01%
3,080
365
$40K ﹤0.01%
1,070
366
$40K ﹤0.01%
1,046
-364
367
$40K ﹤0.01%
1,159
+118
368
$40K ﹤0.01%
258
-20
369
$39K ﹤0.01%
435
-3,676
370
$39K ﹤0.01%
1,500
371
$39K ﹤0.01%
1,200
372
$39K ﹤0.01%
2,744
-195
373
$38K ﹤0.01%
3,094
374
$38K ﹤0.01%
813
+3
375
$38K ﹤0.01%
3,457
-406
13 14
15
16 17