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
376
$38K ﹤0.01%
621
-875
377
$37K ﹤0.01%
500
378
$37K ﹤0.01%
2,722
379
$37K ﹤0.01%
479
+33
380
$36K ﹤0.01%
5,025
381
$36K ﹤0.01%
1,764
382
$36K ﹤0.01%
225
383
$36K ﹤0.01%
1,229
-1,000
384
$36K ﹤0.01%
159
+151
385
$36K ﹤0.01%
4,008
-763,781
386
$35K ﹤0.01%
3,335
-200
387
$35K ﹤0.01%
1,522
388
$34K ﹤0.01%
120
389
$34K ﹤0.01%
485
-27
390
$34K ﹤0.01%
2,466
391
$34K ﹤0.01%
17,856
392
$33K ﹤0.01%
317
+3
393
$33K ﹤0.01%
1,943
-363,062
394
$33K ﹤0.01%
440
395
$33K ﹤0.01%
241
+130
396
$33K ﹤0.01%
403
+103
397
$32K ﹤0.01%
388
+149
398
$31K ﹤0.01%
947
399
$31K ﹤0.01%
717
+252
400
$31K ﹤0.01%
503
+93
14 15
16
17 18