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
$3.57B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$150M
3
+$89.7M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$70.1M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$40.2M

Top Sells

1
+$472M
2
+$80.2M
3
+$66.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$63.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$39.9M

Sector Composition

1 Financials 8.03%
2 Technology 7.83%
3 Healthcare 5.28%
4 Industrials 4.91%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$13K ﹤0.01%
321
+1
727
$13K ﹤0.01%
280
-38
728
$13K ﹤0.01%
207
-49
729
$13K ﹤0.01%
828
730
$13K ﹤0.01%
660
731
$12K ﹤0.01%
226
732
$12K ﹤0.01%
500
733
$12K ﹤0.01%
190
-31
734
$12K ﹤0.01%
3,588
735
$12K ﹤0.01%
+125
736
$12K ﹤0.01%
335
737
$12K ﹤0.01%
+326
738
$12K ﹤0.01%
272
739
$12K ﹤0.01%
+159
740
$12K ﹤0.01%
124
-56
741
$12K ﹤0.01%
182
742
$12K ﹤0.01%
289
+258
743
$12K ﹤0.01%
94
744
$12K ﹤0.01%
141
745
$12K ﹤0.01%
197
-22
746
$12K ﹤0.01%
10
747
$12K ﹤0.01%
412
-288
748
$12K ﹤0.01%
+115
749
$12K ﹤0.01%
56
750
$12K ﹤0.01%
217
28 29
30
31 32