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
$3.17B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$28M
3
+$25.4M
4
EXR icon
Extra Space Storage
EXR
+$25.2M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$24.6M

Top Sells

1
+$310M
2
+$23.7M
3
+$22.9M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$21.2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$19M

Sector Composition

1 Financials 8.97%
2 Technology 7.65%
3 Healthcare 6.15%
4 Consumer Discretionary 4.94%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$21.9K ﹤0.01%
58
-16
677
$21.7K ﹤0.01%
100
678
$21.5K ﹤0.01%
250
679
$21.2K ﹤0.01%
620
+35
680
$21K ﹤0.01%
+813
681
$20.8K ﹤0.01%
108
-103
682
$20.4K ﹤0.01%
919
-106
683
$20.4K ﹤0.01%
77
-9
684
$20.4K ﹤0.01%
1,534
+1,462
685
$20.3K ﹤0.01%
1,950
686
$20.2K ﹤0.01%
1,268
-29
687
$20K ﹤0.01%
484
+183
688
$19.9K ﹤0.01%
+2,743
689
$19.8K ﹤0.01%
45
690
$19.8K ﹤0.01%
1,000
691
$19.8K ﹤0.01%
470
-229,440
692
$19.7K ﹤0.01%
200
693
$19.6K ﹤0.01%
3,552
+3,488
694
$19.5K ﹤0.01%
345
-39
695
$19.4K ﹤0.01%
+1,062
696
$19K ﹤0.01%
124
+74
697
$18.9K ﹤0.01%
257
698
$18.6K ﹤0.01%
1,479
-1,182
699
$18.6K ﹤0.01%
283
700
$18.6K ﹤0.01%
474
26 27
28
29 30