GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
776
$3K ﹤0.01%
80
777
$3K ﹤0.01%
95
778
$3K ﹤0.01%
98
779
$3K ﹤0.01%
+26
780
$3K ﹤0.01%
+75
781
$3K ﹤0.01%
28
782
$3K ﹤0.01%
+11
783
$3K ﹤0.01%
76
784
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34
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785
$3K ﹤0.01%
19
-34
786
$3K ﹤0.01%
60
-52
787
$3K ﹤0.01%
78
788
$3K ﹤0.01%
1,014
789
$3K ﹤0.01%
69
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790
$3K ﹤0.01%
80
791
$3K ﹤0.01%
84
792
$3K ﹤0.01%
50
793
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795
$3K ﹤0.01%
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$3K ﹤0.01%
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797
$3K ﹤0.01%
+1,100
798
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400
799
$3K ﹤0.01%
122
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800
$3K ﹤0.01%
180
-478
30 31
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33 34