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
701
$18.3K ﹤0.01%
517
702
$18.3K ﹤0.01%
370
-215
703
$18.2K ﹤0.01%
1,475
+5
704
$18.1K ﹤0.01%
99
+3
705
$18K ﹤0.01%
195
+21
706
$18K ﹤0.01%
219
+198
707
$18K ﹤0.01%
222
+2
708
$17.8K ﹤0.01%
500
709
$17.7K ﹤0.01%
393
710
$17.6K ﹤0.01%
474
-126
711
$17.4K ﹤0.01%
131
+18
712
$17.3K ﹤0.01%
160
+65
713
$17.3K ﹤0.01%
73
+1
714
$17.3K ﹤0.01%
588
715
$17.2K ﹤0.01%
356
-10
716
$17.2K ﹤0.01%
207
-276
717
$17.2K ﹤0.01%
205
-56
718
$17.2K ﹤0.01%
237
719
$16.8K ﹤0.01%
327
+1
720
$16.8K ﹤0.01%
1,122
721
$16.6K ﹤0.01%
214
+7
722
$16.6K ﹤0.01%
674
-363
723
$16.6K ﹤0.01%
317
+34
724
$16.5K ﹤0.01%
292
+1
725
$16.5K ﹤0.01%
419
+315
27 28
29
30 31