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
$3.57B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$150M
3
+$89.7M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$70.1M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$40.2M

Top Sells

1
+$472M
2
+$80.2M
3
+$66.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$63.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$39.9M

Sector Composition

1 Financials 8.03%
2 Technology 7.83%
3 Healthcare 5.28%
4 Industrials 4.91%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$36K ﹤0.01%
479
-55
527
$36K ﹤0.01%
951
-167
528
$35K ﹤0.01%
696
529
$35K ﹤0.01%
1,724
530
$35K ﹤0.01%
264
-331
531
$35K ﹤0.01%
936
+7
532
$34K ﹤0.01%
201
+25
533
$34K ﹤0.01%
939
+5
534
$34K ﹤0.01%
712
+122
535
$34K ﹤0.01%
859
+5
536
$34K ﹤0.01%
462
-116
537
$33K ﹤0.01%
527
538
$33K ﹤0.01%
647
539
$33K ﹤0.01%
1,200
540
$33K ﹤0.01%
285
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541
$33K ﹤0.01%
171
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$33K ﹤0.01%
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543
$33K ﹤0.01%
734
544
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405
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545
$33K ﹤0.01%
3,427
546
$33K ﹤0.01%
1,692
+1,422
547
$33K ﹤0.01%
697
-47
548
$33K ﹤0.01%
378
+128
549
$33K ﹤0.01%
463
550
$32K ﹤0.01%
559
-28
20 21
22
23 24