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
551
$33.1K ﹤0.01%
2,149
+1,249
552
$32.9K ﹤0.01%
613
+284
553
$32.8K ﹤0.01%
439
554
$32.7K ﹤0.01%
+1,337
555
$32.7K ﹤0.01%
+573
556
$32.5K ﹤0.01%
+1,335
557
$32.4K ﹤0.01%
1,248
-1,698
558
$32.4K ﹤0.01%
649
+635
559
$32.1K ﹤0.01%
+189
560
$32.1K ﹤0.01%
698
-327,443
561
$32K ﹤0.01%
1,037
+74
562
$31.7K ﹤0.01%
123
-391
563
$31.2K ﹤0.01%
4,188
+241
564
$31K ﹤0.01%
4,085
565
$31K ﹤0.01%
2,724
566
$31K ﹤0.01%
+169
567
$30.8K ﹤0.01%
900
568
$30.5K ﹤0.01%
95
-2
569
$30.4K ﹤0.01%
+816
570
$30.3K ﹤0.01%
317
+24
571
$30.1K ﹤0.01%
845
+162
572
$29.6K ﹤0.01%
316
-310
573
$29.6K ﹤0.01%
143
-667
574
$29.6K ﹤0.01%
701
-78
575
$29.1K ﹤0.01%
1,359
-2,889
21 22
23
24 25