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
526
$13K ﹤0.01%
380
+162
527
$13K ﹤0.01%
1,380
528
$13K ﹤0.01%
191
-214
529
$13K ﹤0.01%
433
-118
530
$13K ﹤0.01%
143
531
$13K ﹤0.01%
+263
532
$13K ﹤0.01%
740
+10
533
$13K ﹤0.01%
402
534
$13K ﹤0.01%
400
535
$13K ﹤0.01%
32
536
$13K ﹤0.01%
1,555
-270
537
$13K ﹤0.01%
+195
538
$12K ﹤0.01%
547
-66
539
$12K ﹤0.01%
434
540
$12K ﹤0.01%
200
541
$12K ﹤0.01%
493
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542
$12K ﹤0.01%
1,038
543
$12K ﹤0.01%
996
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544
$12K ﹤0.01%
450
-160,598
545
$12K ﹤0.01%
296
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546
$12K ﹤0.01%
260
547
$12K ﹤0.01%
+278
548
$12K ﹤0.01%
420
549
$12K ﹤0.01%
61
+10
550
$12K ﹤0.01%
200
20 21
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