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
426
$26K ﹤0.01%
1,000
427
$26K ﹤0.01%
951
+8
428
$25K ﹤0.01%
798
-2,497
429
$25K ﹤0.01%
2,035
430
$25K ﹤0.01%
452
-5
431
$25K ﹤0.01%
699
432
$24K ﹤0.01%
100
433
$24K ﹤0.01%
+2,760
434
$24K ﹤0.01%
311
-50
435
$24K ﹤0.01%
3,000
436
$23K ﹤0.01%
380
437
$23K ﹤0.01%
1,936
438
$22K ﹤0.01%
732
+17
439
$22K ﹤0.01%
267
-12
440
$22K ﹤0.01%
340
-103
441
$21K ﹤0.01%
+12
442
$21K ﹤0.01%
433
-19
443
$21K ﹤0.01%
409
-395
444
$21K ﹤0.01%
2,119
-2,240
445
$21K ﹤0.01%
1,372
446
$21K ﹤0.01%
413
+133
447
$21K ﹤0.01%
585
448
$21K ﹤0.01%
124
+96
449
$21K ﹤0.01%
287
-281
450
$20K ﹤0.01%
670
16 17
18
19 20