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
676
$6K ﹤0.01%
144
677
$6K ﹤0.01%
122
678
$6K ﹤0.01%
1,166
679
$6K ﹤0.01%
100
680
$6K ﹤0.01%
158
+103
681
$6K ﹤0.01%
561
682
$6K ﹤0.01%
+142
683
$6K ﹤0.01%
158
684
$6K ﹤0.01%
76
-1,277
685
$6K ﹤0.01%
549
686
$6K ﹤0.01%
50
-144
687
$6K ﹤0.01%
53
688
$6K ﹤0.01%
119
-200
689
$6K ﹤0.01%
63
-20
690
$6K ﹤0.01%
+66
691
$6K ﹤0.01%
118
+89
692
$6K ﹤0.01%
52
693
$6K ﹤0.01%
+72
694
$6K ﹤0.01%
+113
695
$6K ﹤0.01%
144
696
$6K ﹤0.01%
458
697
$5K ﹤0.01%
327
698
$5K ﹤0.01%
340
699
$5K ﹤0.01%
164
700
$5K ﹤0.01%
100
26 27
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29 30