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
501
$48.7K ﹤0.01%
+1,940
502
$48.6K ﹤0.01%
410
+227
503
$46.7K ﹤0.01%
1,630
504
$46.6K ﹤0.01%
137
+27
505
$46.5K ﹤0.01%
528
+496
506
$46.5K ﹤0.01%
+7,251
507
$46.4K ﹤0.01%
+676
508
$46.2K ﹤0.01%
251
+105
509
$46.2K ﹤0.01%
618
+1
510
$44.8K ﹤0.01%
7,032
511
$44.6K ﹤0.01%
614
+319
512
$44.3K ﹤0.01%
911
+223
513
$44.3K ﹤0.01%
194
-613
514
$44.1K ﹤0.01%
1,959
-37,197
515
$43.5K ﹤0.01%
200
516
$43.2K ﹤0.01%
156
+116
517
$42.5K ﹤0.01%
619
+354
518
$42.1K ﹤0.01%
2,190
-2,648
519
$41.9K ﹤0.01%
498
+497
520
$41.3K ﹤0.01%
374
-30
521
$41.2K ﹤0.01%
3,403
+2,863
522
$41.1K ﹤0.01%
74
+5
523
$40.4K ﹤0.01%
+726
524
$40.3K ﹤0.01%
2,041
+51
525
$40.3K ﹤0.01%
+1,589
19 20
21
22 23