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
451
$20K ﹤0.01%
228
+78
452
$20K ﹤0.01%
184
-34
453
$20K ﹤0.01%
+1,191
454
$20K ﹤0.01%
150
455
$20K ﹤0.01%
742
456
$20K ﹤0.01%
+225
457
$19K ﹤0.01%
268
458
$19K ﹤0.01%
150
459
$19K ﹤0.01%
625
460
$19K ﹤0.01%
+579
461
$19K ﹤0.01%
310
+1
462
$19K ﹤0.01%
+119
463
$19K ﹤0.01%
363
+115
464
$18K ﹤0.01%
672
-31
465
$18K ﹤0.01%
432
466
$18K ﹤0.01%
+74
467
$18K ﹤0.01%
784
468
$18K ﹤0.01%
523
-53
469
$18K ﹤0.01%
451
470
$18K ﹤0.01%
1,176
+840
471
$18K ﹤0.01%
349
+176
472
$18K ﹤0.01%
234
+193
473
$17K ﹤0.01%
154
+56
474
$17K ﹤0.01%
521
+1
475
$17K ﹤0.01%
410
17 18
19
20 21