GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
651
$7K ﹤0.01%
+29
652
$7K ﹤0.01%
219
-44,746
653
$7K ﹤0.01%
114
+1
654
$7K ﹤0.01%
100
655
$7K ﹤0.01%
1,184
656
$7K ﹤0.01%
500
657
$7K ﹤0.01%
406
-135
658
$7K ﹤0.01%
518
-61
659
$7K ﹤0.01%
+45
660
$7K ﹤0.01%
115
+73
661
$7K ﹤0.01%
+102
662
$7K ﹤0.01%
419
663
$7K ﹤0.01%
+100
664
$7K ﹤0.01%
400
665
$7K ﹤0.01%
+98
666
$6K ﹤0.01%
122
667
$6K ﹤0.01%
236
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668
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669
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670
$6K ﹤0.01%
130
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671
$6K ﹤0.01%
582
672
$6K ﹤0.01%
+28
673
$6K ﹤0.01%
+204
674
$6K ﹤0.01%
232
675
$6K ﹤0.01%
290
25 26
27
28 29