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
576
$28.8K ﹤0.01%
+892
577
$28.3K ﹤0.01%
1,423
+446
578
$28.3K ﹤0.01%
1,508
579
$28.2K ﹤0.01%
376
580
$28.1K ﹤0.01%
2,655
+340
581
$28K ﹤0.01%
1,699
582
$27.8K ﹤0.01%
+685
583
$27.7K ﹤0.01%
236
584
$27.7K ﹤0.01%
585
585
$27.6K ﹤0.01%
4,400
586
$27.5K ﹤0.01%
382
+34
587
$27.5K ﹤0.01%
113
+1
588
$27.5K ﹤0.01%
1,034
-232
589
$27.3K ﹤0.01%
1,450
590
$27.1K ﹤0.01%
+342
591
$27K ﹤0.01%
600
592
$26.9K ﹤0.01%
489
593
$26.9K ﹤0.01%
177
+76
594
$26.8K ﹤0.01%
+156
595
$26.4K ﹤0.01%
+308
596
$26K ﹤0.01%
163
597
$25.7K ﹤0.01%
+873
598
$25.1K ﹤0.01%
465
-2,470
599
$25K ﹤0.01%
280
600
$25K ﹤0.01%
1,265
22 23
24
25 26