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
$4.45B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$42.1M
3
+$40.1M
4
MARW icon
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
+$33.8M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$29.7M

Top Sells

1
+$65.8M
2
+$35.4M
3
+$29.7M
4
TBJL icon
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
+$25.3M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$24.2M

Sector Composition

1 Technology 9.89%
2 Financials 8.9%
3 Healthcare 8.01%
4 Consumer Discretionary 5.87%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$80.7K ﹤0.01%
1,661
-5
427
$79.9K ﹤0.01%
443
-100,730
428
$79K ﹤0.01%
1,934
429
$78.6K ﹤0.01%
963
+895
430
$77.5K ﹤0.01%
1,184
+45
431
$76.4K ﹤0.01%
1,047
+970
432
$75.5K ﹤0.01%
+2,100
433
$75K ﹤0.01%
318
+196
434
$74.7K ﹤0.01%
1,708
-60
435
$74.6K ﹤0.01%
315
+6
436
$74.5K ﹤0.01%
3,703
-1,258,316
437
$74.5K ﹤0.01%
+2,636
438
$74.5K ﹤0.01%
1,946
+1,756
439
$74.5K ﹤0.01%
+1,463
440
$73.2K ﹤0.01%
11,550
441
$72.4K ﹤0.01%
481
442
$72.1K ﹤0.01%
2,754
443
$71.9K ﹤0.01%
998
+764
444
$71.8K ﹤0.01%
785
-181,981
445
$71.2K ﹤0.01%
2,297
+1,204
446
$71K ﹤0.01%
3,560
-221
447
$69.7K ﹤0.01%
1,315
+380
448
$69.6K ﹤0.01%
+3,290
449
$69K ﹤0.01%
1,300
+78
450
$68.7K ﹤0.01%
+1,390
16 17
18
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