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
601
$24.9K ﹤0.01%
+188
602
$24.7K ﹤0.01%
15
-10
603
$24.3K ﹤0.01%
1,200
604
$24.3K ﹤0.01%
586
-1
605
$23.9K ﹤0.01%
275
606
$23.8K ﹤0.01%
+6
607
$23.8K ﹤0.01%
940
+199
608
$23.4K ﹤0.01%
194
+187
609
$23.4K ﹤0.01%
178
+20
610
$23.4K ﹤0.01%
192
-24
611
$23.4K ﹤0.01%
1,059
-45
612
$23.3K ﹤0.01%
312
613
$23.3K ﹤0.01%
1,372
614
$23.3K ﹤0.01%
+188
615
$23.3K ﹤0.01%
2,691
616
$23.2K ﹤0.01%
103
-3
617
$23.2K ﹤0.01%
571
-1,222
618
$22.8K ﹤0.01%
536
+4
619
$22.8K ﹤0.01%
2,363
+2,347
620
$22.6K ﹤0.01%
704
621
$22.5K ﹤0.01%
417
622
$21.7K ﹤0.01%
740
-1,123
623
$21.7K ﹤0.01%
40
+31
624
$21.7K ﹤0.01%
405
625
$21.6K ﹤0.01%
+634
23 24
25
26 27