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
$3.57B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$150M
3
+$89.7M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$70.1M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$40.2M

Top Sells

1
+$472M
2
+$80.2M
3
+$66.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$63.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$39.9M

Sector Composition

1 Financials 8.03%
2 Technology 7.83%
3 Healthcare 5.28%
4 Industrials 4.91%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$10K ﹤0.01%
44
777
$10K ﹤0.01%
102
778
$10K ﹤0.01%
+71
779
$10K ﹤0.01%
140
+138
780
$10K ﹤0.01%
56
781
$10K ﹤0.01%
405
-591
782
$9K ﹤0.01%
400
783
$9K ﹤0.01%
+246
784
$9K ﹤0.01%
503
785
$9K ﹤0.01%
402
786
$9K ﹤0.01%
336
787
$9K ﹤0.01%
1,351
788
$9K ﹤0.01%
295
789
$9K ﹤0.01%
138
790
$9K ﹤0.01%
424
791
$9K ﹤0.01%
200
792
$9K ﹤0.01%
30
793
$9K ﹤0.01%
2,038
794
$9K ﹤0.01%
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795
$9K ﹤0.01%
145
+43
796
$9K ﹤0.01%
39
797
$9K ﹤0.01%
59
798
$9K ﹤0.01%
20,000
799
$9K ﹤0.01%
182
800
$8K ﹤0.01%
+11
30 31
32
33 34