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
751
$4K ﹤0.01%
+187
752
$4K ﹤0.01%
+102
753
$4K ﹤0.01%
+97
754
$4K ﹤0.01%
725
+200
755
$4K ﹤0.01%
915
756
$4K ﹤0.01%
200
757
$4K ﹤0.01%
34
-16
758
$4K ﹤0.01%
38
-158
759
$4K ﹤0.01%
70
-83
760
$4K ﹤0.01%
375
761
$4K ﹤0.01%
202
+198
762
$4K ﹤0.01%
245
763
$4K ﹤0.01%
+178
764
$4K ﹤0.01%
203
+167
765
$3K ﹤0.01%
32
766
$3K ﹤0.01%
41
-14
767
$3K ﹤0.01%
51
+39
768
$3K ﹤0.01%
+34
769
$3K ﹤0.01%
+20
770
$3K ﹤0.01%
+75
771
$3K ﹤0.01%
51
772
$3K ﹤0.01%
+70
773
$3K ﹤0.01%
350
774
$3K ﹤0.01%
+90
775
$3K ﹤0.01%
200
29 30
31
32 33