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
726
$11K ﹤0.01%
+109
727
$10.9K ﹤0.01%
+55
728
$10.9K ﹤0.01%
1,118
729
$10.8K ﹤0.01%
125
730
$10.6K ﹤0.01%
+129
731
$10.4K ﹤0.01%
225
732
$10.4K ﹤0.01%
166
+157
733
$10.4K ﹤0.01%
+27
734
$10.4K ﹤0.01%
67
+32
735
$10.4K ﹤0.01%
1,700
736
$10.4K ﹤0.01%
97
+19
737
$10.3K ﹤0.01%
321
-689
738
$10.3K ﹤0.01%
35
739
$10.3K ﹤0.01%
+140
740
$10.2K ﹤0.01%
200
741
$10.1K ﹤0.01%
+230
742
$9.72K ﹤0.01%
+218
743
$9.6K ﹤0.01%
+200
744
$9.57K ﹤0.01%
238
-52
745
$9.56K ﹤0.01%
+401
746
$9.55K ﹤0.01%
104
-470
747
$9.5K ﹤0.01%
361
-9
748
$9.46K ﹤0.01%
9
-1
749
$9.36K ﹤0.01%
38
-34
750
$9.34K ﹤0.01%
470
28 29
30
31 32