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
776
$8.22K ﹤0.01%
163
777
$8.19K ﹤0.01%
360
+216
778
$8.04K ﹤0.01%
+125
779
$7.99K ﹤0.01%
1,455
780
$7.97K ﹤0.01%
+232
781
$7.96K ﹤0.01%
229
+55
782
$7.93K ﹤0.01%
223
-153
783
$7.81K ﹤0.01%
508
+11
784
$7.79K ﹤0.01%
166
+150
785
$7.77K ﹤0.01%
26
786
$7.75K ﹤0.01%
231
-75
787
$7.7K ﹤0.01%
474
+274
788
$7.59K ﹤0.01%
+440
789
$7.51K ﹤0.01%
706
+191
790
$7.46K ﹤0.01%
65
-65
791
$7.43K ﹤0.01%
320
+256
792
$7.32K ﹤0.01%
567
793
$7.26K ﹤0.01%
+189
794
$7.23K ﹤0.01%
405
795
$7.22K ﹤0.01%
284
796
$7.2K ﹤0.01%
+33
797
$7.08K ﹤0.01%
109
798
$7.07K ﹤0.01%
102
+70
799
$7.07K ﹤0.01%
272
+96
800
$7.05K ﹤0.01%
80
+70
30 31
32
33 34