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
601
$9K ﹤0.01%
266
602
$9K ﹤0.01%
+149
603
$9K ﹤0.01%
110
604
$9K ﹤0.01%
261
-98
605
$9K ﹤0.01%
+74
606
$9K ﹤0.01%
700
607
$9K ﹤0.01%
+398
608
$9K ﹤0.01%
100
-437
609
$9K ﹤0.01%
+112
610
$9K ﹤0.01%
+442
611
$9K ﹤0.01%
253
612
$9K ﹤0.01%
+181
613
$9K ﹤0.01%
63
614
$9K ﹤0.01%
170
615
$9K ﹤0.01%
450
616
$8K ﹤0.01%
131
+122
617
$8K ﹤0.01%
+87
618
$8K ﹤0.01%
100
619
$8K ﹤0.01%
+200
620
$8K ﹤0.01%
29
-7
621
$8K ﹤0.01%
76
+63
622
$8K ﹤0.01%
71
-76
623
$8K ﹤0.01%
+94
624
$8K ﹤0.01%
300
625
$8K ﹤0.01%
+100
23 24
25
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