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
676
$15.9K ﹤0.01%
530
677
$15.7K ﹤0.01%
81
678
$15.7K ﹤0.01%
86
679
$15.5K ﹤0.01%
1,345
680
$15.4K ﹤0.01%
111
+66
681
$15K ﹤0.01%
62
-6
682
$14.9K ﹤0.01%
54
+24
683
$14.5K ﹤0.01%
96
-23
684
$14.4K ﹤0.01%
317
+130
685
$14.2K ﹤0.01%
+461
686
$14.1K ﹤0.01%
108
687
$13.9K ﹤0.01%
319
688
$13.9K ﹤0.01%
431
+11
689
$13.7K ﹤0.01%
99
+46
690
$13.5K ﹤0.01%
60
+50
691
$13.4K ﹤0.01%
+586
692
$13.3K ﹤0.01%
211
+68
693
$13.2K ﹤0.01%
466
694
$13.1K ﹤0.01%
200
695
$13.1K ﹤0.01%
136
+32
696
$13K ﹤0.01%
345
-1
697
$12.9K ﹤0.01%
84
+75
698
$12.9K ﹤0.01%
530
+100
699
$12.8K ﹤0.01%
359
700
$12.8K ﹤0.01%
499
-245
26 27
28
29 30