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
451
$67.7K ﹤0.01%
4,528
+4,296
452
$67.5K ﹤0.01%
+1,892
453
$66.9K ﹤0.01%
1,009
454
$65.2K ﹤0.01%
1,057
-89
455
$64.6K ﹤0.01%
666
+400
456
$64.5K ﹤0.01%
1,512
457
$64.4K ﹤0.01%
1,776
+1,689
458
$64.3K ﹤0.01%
3,375
-41
459
$64.3K ﹤0.01%
280
+28
460
$63.8K ﹤0.01%
2,854
+2,819
461
$63.6K ﹤0.01%
201
462
$63.5K ﹤0.01%
397
+336
463
$63.3K ﹤0.01%
1,512
+1,273
464
$63K ﹤0.01%
616
+274
465
$62.9K ﹤0.01%
255
466
$62.4K ﹤0.01%
531
+251
467
$62.1K ﹤0.01%
596
+28
468
$61.7K ﹤0.01%
122
+109
469
$61.5K ﹤0.01%
2,727
+2,422
470
$60.4K ﹤0.01%
871
+371
471
$59.8K ﹤0.01%
160
-1
472
$59.7K ﹤0.01%
493
+1
473
$59.1K ﹤0.01%
1,105
-2,163
474
$58.7K ﹤0.01%
521
475
$58.4K ﹤0.01%
2,306
+406
17 18
19
20 21