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
476
$57.8K ﹤0.01%
+498
477
$57.6K ﹤0.01%
1,851
-14
478
$57.5K ﹤0.01%
+1,135
479
$57.5K ﹤0.01%
1,401
+12
480
$56.9K ﹤0.01%
1,000
481
$56.8K ﹤0.01%
2,296
-962
482
$56.8K ﹤0.01%
619
-354
483
$56.6K ﹤0.01%
380
484
$56.6K ﹤0.01%
1,817
-3,498
485
$55.1K ﹤0.01%
1,903
-3,561
486
$54.8K ﹤0.01%
300
+32
487
$54.5K ﹤0.01%
1,470
488
$53.8K ﹤0.01%
1,157
+34
489
$53.3K ﹤0.01%
230
490
$52.6K ﹤0.01%
+1,833
491
$52.2K ﹤0.01%
+31
492
$51.8K ﹤0.01%
+1,091
493
$51.3K ﹤0.01%
1,066
-52
494
$51K ﹤0.01%
1,752
-3,644
495
$50.9K ﹤0.01%
+1,977
496
$50.7K ﹤0.01%
476
-554
497
$50.5K ﹤0.01%
+623
498
$50.1K ﹤0.01%
2,028
-3
499
$50K ﹤0.01%
597
-21
500
$49.8K ﹤0.01%
1,199
-1
18 19
20
21 22