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
651
$18.7K ﹤0.01%
50
652
$18.5K ﹤0.01%
318
653
$18.2K ﹤0.01%
111
+6
654
$18.1K ﹤0.01%
1,800
655
$17.8K ﹤0.01%
38
656
$17.8K ﹤0.01%
100
657
$17.8K ﹤0.01%
182
-2
658
$17.5K ﹤0.01%
263
+238
659
$17.4K ﹤0.01%
1,300
+15
660
$17.4K ﹤0.01%
128
661
$17.3K ﹤0.01%
338
662
$17.3K ﹤0.01%
+188
663
$17.2K ﹤0.01%
800
-51
664
$17.1K ﹤0.01%
750
+525
665
$17K ﹤0.01%
756
666
$16.8K ﹤0.01%
+46
667
$16.7K ﹤0.01%
279
+93
668
$16.5K ﹤0.01%
349
-55
669
$16.5K ﹤0.01%
+463
670
$16.5K ﹤0.01%
96
-30,879
671
$16.4K ﹤0.01%
+370
672
$16.3K ﹤0.01%
205
+3
673
$16.1K ﹤0.01%
207
-6
674
$16K ﹤0.01%
+290
675
$16K ﹤0.01%
36
+19
25 26
27
28 29