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
551
$12K ﹤0.01%
96
-16
552
$12K ﹤0.01%
236
+119
553
$12K ﹤0.01%
39
554
$12K ﹤0.01%
300
555
$12K ﹤0.01%
660
556
$11K ﹤0.01%
622
557
$11K ﹤0.01%
606
558
$11K ﹤0.01%
268
559
$11K ﹤0.01%
+116
560
$11K ﹤0.01%
+100
561
$11K ﹤0.01%
880
+587
562
$11K ﹤0.01%
100
-123
563
$11K ﹤0.01%
+77
564
$11K ﹤0.01%
390
565
$11K ﹤0.01%
+242
566
$11K ﹤0.01%
134
567
$11K ﹤0.01%
233
568
$11K ﹤0.01%
663
569
$11K ﹤0.01%
+164
570
$11K ﹤0.01%
169
-122
571
$11K ﹤0.01%
+120
572
$10K ﹤0.01%
105
573
$10K ﹤0.01%
+91
574
$10K ﹤0.01%
+153
575
$10K ﹤0.01%
53
-76
21 22
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