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
626
$21.5K ﹤0.01%
55
+5
627
$21.5K ﹤0.01%
638
628
$21.5K ﹤0.01%
1,080
+78
629
$21.4K ﹤0.01%
166
+53
630
$21.4K ﹤0.01%
107
631
$21.4K ﹤0.01%
1,500
632
$21.3K ﹤0.01%
734
-1,117
633
$21.3K ﹤0.01%
+276
634
$21.1K ﹤0.01%
108
+45
635
$20.9K ﹤0.01%
174
636
$20.4K ﹤0.01%
650
637
$20.3K ﹤0.01%
767
-1,102
638
$20.1K ﹤0.01%
97
+88
639
$19.9K ﹤0.01%
1,229
-1
640
$19.9K ﹤0.01%
126
641
$19.7K ﹤0.01%
400
642
$19.6K ﹤0.01%
404
-108
643
$19.5K ﹤0.01%
585
644
$19.4K ﹤0.01%
592
+7
645
$19.3K ﹤0.01%
143
-2
646
$19.2K ﹤0.01%
305
+90
647
$19.1K ﹤0.01%
673
648
$19K ﹤0.01%
802
-468
649
$18.9K ﹤0.01%
24
-4
650
$18.8K ﹤0.01%
750
24 25
26
27 28