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
751
$9.34K ﹤0.01%
154
752
$9.33K ﹤0.01%
140
+135
753
$9.27K ﹤0.01%
231
-24
754
$9.06K ﹤0.01%
46
-80
755
$9.05K ﹤0.01%
+198
756
$8.98K ﹤0.01%
+33
757
$8.98K ﹤0.01%
68
758
$8.93K ﹤0.01%
6
759
$8.87K ﹤0.01%
+155
760
$8.79K ﹤0.01%
200
-114
761
$8.7K ﹤0.01%
50
+45
762
$8.69K ﹤0.01%
+79
763
$8.62K ﹤0.01%
+270
764
$8.6K ﹤0.01%
230
-778
765
$8.56K ﹤0.01%
211
-95
766
$8.54K ﹤0.01%
167
767
$8.52K ﹤0.01%
121
-264
768
$8.5K ﹤0.01%
+970
769
$8.46K ﹤0.01%
424
-852
770
$8.39K ﹤0.01%
32
-30
771
$8.35K ﹤0.01%
307
-2,777
772
$8.31K ﹤0.01%
1,047
773
$8.26K ﹤0.01%
174
774
$8.24K ﹤0.01%
10
-51
775
$8.22K ﹤0.01%
37
+3
29 30
31
32 33