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
751
$13.9K ﹤0.01%
172
752
$13.8K ﹤0.01%
92
753
$13.7K ﹤0.01%
290
-164
754
$13.6K ﹤0.01%
246
+87
755
$13.6K ﹤0.01%
346
-57
756
$13.4K ﹤0.01%
180
757
$13.4K ﹤0.01%
1,372
-1,694
758
$13.4K ﹤0.01%
+61
759
$13.3K ﹤0.01%
156
-58
760
$13.3K ﹤0.01%
109
+9
761
$13.2K ﹤0.01%
+832
762
$13.2K ﹤0.01%
420
763
$13.1K ﹤0.01%
545
764
$13K ﹤0.01%
676
+10
765
$13K ﹤0.01%
2,185
+1,928
766
$12.9K ﹤0.01%
317
-100
767
$12.8K ﹤0.01%
661
+388
768
$12.7K ﹤0.01%
130
769
$12.6K ﹤0.01%
202
+80
770
$12.4K ﹤0.01%
300
771
$12.4K ﹤0.01%
154
772
$12.3K ﹤0.01%
255
-4
773
$12.2K ﹤0.01%
941
774
$12.2K ﹤0.01%
407
775
$11.9K ﹤0.01%
212
+4
29 30
31
32 33