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
401
$30K ﹤0.01%
627
+366
402
$30K ﹤0.01%
400
-5,018
403
$30K ﹤0.01%
266
-41
404
$30K ﹤0.01%
844
-264
405
$30K ﹤0.01%
321
-94
406
$30K ﹤0.01%
+750
407
$29K ﹤0.01%
106
+24
408
$29K ﹤0.01%
1,918
+209
409
$29K ﹤0.01%
255
+211
410
$29K ﹤0.01%
1,320
+1,245
411
$29K ﹤0.01%
653
412
$29K ﹤0.01%
722
+21
413
$28K ﹤0.01%
216
+156
414
$28K ﹤0.01%
474
+17
415
$28K ﹤0.01%
602
-2,434
416
$27K ﹤0.01%
343
417
$27K ﹤0.01%
603
+42
418
$27K ﹤0.01%
+1,321
419
$27K ﹤0.01%
357
+290
420
$27K ﹤0.01%
551
+225
421
$27K ﹤0.01%
2,013
-1,785
422
$27K ﹤0.01%
1,020
423
$27K ﹤0.01%
272
+6
424
$26K ﹤0.01%
315
+2
425
$26K ﹤0.01%
681
-283
15 16
17
18 19