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
626
$8K ﹤0.01%
130
627
$8K ﹤0.01%
182
628
$8K ﹤0.01%
146
629
$8K ﹤0.01%
180
630
$8K ﹤0.01%
350
631
$8K ﹤0.01%
94
632
$8K ﹤0.01%
78
+28
633
$8K ﹤0.01%
71
-5,321
634
$8K ﹤0.01%
177
-19
635
$8K ﹤0.01%
780
636
$8K ﹤0.01%
170
-197
637
$8K ﹤0.01%
217
-26
638
$8K ﹤0.01%
131
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639
$8K ﹤0.01%
300
-22,076
640
$8K ﹤0.01%
246
-143
641
$8K ﹤0.01%
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642
$8K ﹤0.01%
175
643
$7K ﹤0.01%
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644
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
219
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647
$7K ﹤0.01%
114
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648
$7K ﹤0.01%
100
649
$7K ﹤0.01%
1,184
650
$7K ﹤0.01%
323
24 25
26
27 28