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
726
$4K ﹤0.01%
92
727
$4K ﹤0.01%
+517
728
$4K ﹤0.01%
275
729
$4K ﹤0.01%
220
730
$4K ﹤0.01%
92
-170
731
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95
-323
732
$4K ﹤0.01%
+575
733
$4K ﹤0.01%
100
734
$4K ﹤0.01%
200
735
$4K ﹤0.01%
+167
736
$4K ﹤0.01%
104
-28
737
$4K ﹤0.01%
314
738
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39
-142
739
$4K ﹤0.01%
143
740
$4K ﹤0.01%
200
-303
741
$4K ﹤0.01%
+85
742
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50
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743
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744
$4K ﹤0.01%
139
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745
$4K ﹤0.01%
36
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746
$4K ﹤0.01%
500
747
$4K ﹤0.01%
+111
748
$4K ﹤0.01%
155
749
$4K ﹤0.01%
200
750
$4K ﹤0.01%
53
28 29
30
31 32